Exploring The PTC’s Effect on Lender Structure and the Family Office Exemption


The family PTC is an evolving and essential strategy that contributes to long-term financial and family enterprise success. Join us for this in-depth discussion on how a private trust company that leverages a lender structure can benefit your organizations.

This webcast is specifically for those who have: 

  • A lender structure and are considering establishing a regulated PTC. 
  • A lender structure and want to enhance their structure to avoid IRS entanglements.
  • A lender structure but do not want to be restricted to the limitations of the family office exemption that impact who can invest in the lender structure.
  • A regulated PTC and are considering a lender structure. This webcast will include a discussion on the benefits of the PTC serving as the managing member of the lender structure.

Richard Johnson, Attorney, Waller Lansden Dortch & Davis
Scott Winget, Enterprise Market Leader, FOX

Date Published: Wednesday, September 7, 2022

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