A Family Office Case Study: Evolving Servicing and Structure to Meet the Needs of the Family


As Market Street Trust Company reaches the 30-year milestone as a private trust company, Marianne Young, President, and Rachel Sherman, Vice President, Client Service, discussed the evolution of Market Street’s early leadership, governance, and services to its current form as a shared family office and private trust company. Over the course of the webinar, they shared the benefits, roadblocks and considerations involved in the formation of a private trust company as well as the continued progression of client and family office services, both in depth and complexity.

Date Published: Wednesday, June 7, 2017

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