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