Networks - PFTC

Overview

Seeking ways to keep all family members interested and involved in family matters is a key objective of most family offices. This year’s FOX Fall Forum provides a broad array of new ideas and skills to enrich the delivery of service and strengthen the family client experience.

Jason T Baron, Managing Director Head Portfolio Manager of Social Investment Strategies – U.S. Trust, Bank of America Private Wealth Management
Wednesday, November 19, 2014

Corporate Social Responsibility can be much more than a cost, a constraint or a charitable deed – it can be a source of opportunity, innovation and competitive edge. Companies that are good social citizens can both positively address societal issues and outperform their competitors.

South Dakota Trust Company LLC
Monday, October 20, 2014

South Dakota is the leading bank asset jurisdiction in the United States, according to the FDIC.

Martin E. Lybecker –Perkins CoieRana H. Salti – Kinship Trust Company, LLC
Wednesday, August 20, 2014
One of the benefits of forming a regulated Private Family Trust Company is that it formalizes family governance.   At the center of the Private Family Trust Company governance is the Board of Directors.

Four Reasons the Private Family Trust Company Market is Growing

Jul 07 2014 - Anonymous

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IRS Guidance on Trust and Estate 2% Floor on Itemized Deductions

Jul 07 2014 - Anonymous

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Private Family Trust Companies: What You Need to Know

May 22 2014 - Anonymous

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Chuck Schultz – McGladrey LLP
Wednesday, May 7, 2014
Join us for a look at the keys to successfully administering a private trust company (PTC).
Family Office Exchange
Saturday, February 1, 2020

Revised Feb 2020
Originally Published in 2014 
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Al King, Pierce McDowell, and Matthew Tobin – South Dakota Trust 
Wednesday, May 23, 2012

Creating a Private Family Trust Company (PFTC) may be the perfect solution for a family who values flexibility and control or family office looking to comply with the SEC regulations.