Two Options Demystified: Private Family Trust Company and Family Bank Dynasty Trust


Creating a Private Family Trust Company (PFTC) may be the perfect solution for a family who values flexibility and control or family office looking to comply with the SEC regulations. View this webinar replay to gain practical insights from industry experts on how to form and structure a PFTC, how they operate and the benefit to families. Many people think this option is too expensive, listen in to find out actual start up costs and the cost of ongoing operations. The second part of the program focuses on another unique planning technique called the Family Bank Dynasty trust. Learn about the advantages, drawbacks and potential impact this technique has on effective wealth transfer. We will discuss the various structuring options and strategies to leverage Family Bank Dynasty trusts. This program will incorporate examples and case studies that exemplify key points.

Date Published: Wednesday, May 23, 2012

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