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Making Sense of Situs for Private Family Trust Companies

This webinar analyzed the meaning and understanding of “situs” as it relates to Private Family Trust Companies, and focused specifically on the concepts of trust company situs, trust situs, and tax

Strengthening the Partnership Between Families and Advisors

The 2016-17 FOX Thought Leaders Council Report: Strengthening the Partnership Between Families and Advisors is a great resource for those who are seeking ways to construct sustaina

Oversight and Governance of the Trust Company

You’ve created a great trust structure, but is the family interested and engaged?

Three Keys to Sustaining Family Wealth
Joan K. Crain

Parents often find it difficult to discuss their wealth—and what will happen to it when they die—with their children. For many families, discussing death is considered to be a bad omen.

Guardianship: Strategies for Minimizing Risk
Steven W. Perlstein, Adriana Riviere-Badell, Josh Sheptow, Robin Rathmell, and James Corbett QC

It is an unfortunate fact of life that, as we age, our cognitive powers often decline.

Urgent FOX Webinar - Is the Clock Ticking for Valuation Discounts? - IRC Sec. 2704

The announcement of proposed regulations under Internal Revenue Code Section 2704 has many families and their advisors scrambling to mitigate the potential impact the regulation could have on their

Today’s Trustee The Art and Science of PFTC Fiduciary Responsibilities
Managing fiduciary responsibilities within a private trust company can sometimes feel like more of an art than a science.
The Home Team Advantage: Successfully Preparing Your Family for the Future
Thomas C. Rogerson

When you think about family dynamics, very often there’s a lack of that home team concept and feeling of unity.

The Six Most Contentious Parts of a Family Constitution
Brad Simmons

A family constitution—the rule book that defines the vision and principles of a family’s wealth strategy and acts as an operating model—should be as unique as the family itself.

Seven Succession Planning Questions Families Are Avoiding Like the Plague
Brad Simmons

Avoiding the issue of succession planning is much easier to do than starting a conversation about handing over the reins to other family members.