Networks - PFTC

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).

Atlantic Trust Private Wealth Management
Saturday, October 8, 2016

Asset ownership, insurance, irrevocable trust, limited liability entities, and asset protection trusts are key vehicles when it comes to protecting your assets.

Family Office Exchange
Thursday, October 6, 2016

Attracting and retaining talent is consistently the #1 human capital challenge for family offices, and having a competitive compensation and benefits plan is critical for the overall success of your office. How does your plan stack up?

Kim Kamin
Thursday, October 6, 2016

When evaluating possible estate planning counsel, there are many variables to consider such as educational background and professional experience, skills, and review process.

Al W. King III, South Dakota Trust Company
Wednesday, October 5, 2016

Families generally have several key desires regarding their trust planning that includes some form of governance structure for the family trusts; privacy; control and flexibility regarding trust administration and investment management; family promotion of social and fiscal responsibility inter-g