Networks - PFTC


PwC Private Company Services
Friday, October 21, 2016

Individuals and families that manage their wealth wisely tend to take an active role in doing so. Rather than leave everything in the hands of an advisory team, they make sure they’re knowledgeable about the key factors affecting their wealth.

Miles C. Padgett
Monday, October 17, 2016

Private trust companies are not a new phenomenon.  Rather, over the past 25 years, they have increased dramatically in number, with hundreds of major, family-controlled trust institutions now operating in the United States.

Jennie Cherry, Stanley A. Barg, Rashad Wareh and George Harris Jr.
Monday, October 17, 2016

Even though a trust may be established under the laws of a US state and have a US trust company serving as trustee (hereinafter a ‘US-based trust’), this does not mean that it is a US domestic trust for income tax purposes.

J. Andrew P. Stone and Olivia S. Brennan
Thursday, October 13, 2016

Most family offices that serve U.S. families are well aware that special planning considerations can arise when a U.S. citizen family member marries a noncitizen.

John Duncan
Monday, October 17, 2016

Today’s PFTCs bear little resemblance to ‘private trust companies’ of the 1990s, the gestation era for the PFTC. The modern US PFTC also differs markedly from a third form of ‘private trust company’: its ‘offshore’ single family private trust company (OFTC).

Plante Moran
Wednesday, October 12, 2016

From a tax perspective, 2016 was a relatively calm year. But this relative calm shouldn't create complacency. Instead, it creates two significant opportunities for year-end planning.

Kozusko Harris Duncan
Sunday, October 9, 2016

The Foreign Account Tax Compliance Act (FATCA) is in full swing. Non-US financial institutions have completed reporting of US account holders for tax year 2014 and will soon begin compiling for their 2015 FATCA reports.

Atlantic Trust Private Wealth Management
Saturday, October 8, 2016

For insights on integrated wealth planning, this issue of The Advisor presents a view from the top with Joe Kahn, The New York Times Managing Editor, the impact of globalization 2.0, and the U.S. presidential election 2016 and the candidates’ tax platforms.

Atlantic Trust Private Wealth Management
Saturday, October 8, 2016

Lifetime gift planning can include gift to spouse, annual exclusion gift, UTMA accounts, 2503(c) Trust, funded Crummey trust, 529 plans, payment of tuition and medical expenses, gift to irrevocable life insurance trust, and gifts to qualified personal residence trust (QPRT).