Entrepreneurialism Through Trusts: Including Direct Investments in Trust Structures

Overview

Many of the wealthiest and most sophisticated families are reconnecting to their family roots in entrepreneurship and are investing in, and managing, direct investments using thoughtfully designed trusts and private trust companies.
 
In this program we explored how trusts and private trust companies can be designed in tandem to enable an affluent family to manage direct investments in operating businesses and real estate. We also discussed considerations for designing new trusts and changing existing trusts to adopt elements necessary to enable direct investments. We then reviewed examples of private trust company structures and trust structures used by family offices who are active direct investors.


Date Published: Wednesday, July 25, 2018

Speaker

Todd Mayo, Principal and General Counsel and Stephen J. Tall, CTFA, TEP, Chief Fiduciary Officer and Chief Operating Officer – Perspecta Trust

This webinar recording is available to FOX members and is available for purchase by FOX Public Network Guests.