Regional Member Briefing- New York - September 12, 2012


Wednesday, September 12, 2012 - 2:00pm to 6:00pm

This briefing will examine modern trust structures and how they effectively operate to benefit the family. Pick up some new ideas from our host--South Dakota Trust, a FOX Thought Leaders CouncilTM member--and enjoy conversation with your peers over lunch in a comfortable, private setting. 


New York, NY
The Council Room on the 18th floor of the Yale Club
50 Vanderbilt Avenue
New York  New York  10017
United States
  • Agenda
  • Speakers
  • FOX Facilitators

9:00 a.m. - 9:30 a.m. 


9:30 a.m. - 9:45 a.m.

FOX Welcome 

9:45 a.m. - 11:00 a.m.

“Private Family Trust Companies, and Other Modern Trust Structures”  Presentation

Many families are interested in alternatives to the traditional trustee, and are interested in developing a Private Family Trust Company or utilizing other modern trust structures such as Directed Trusts, Trust Protectors, and Special Purpose Entities.

Gain practical insights from industry experts on how Private Family Trust Companies, Directed Trusts and other modern trust structures are changing the way families look at estate planning and family governance. Discover how a PFTC or modern trust structure may be the perfect solution for a family who values control, flexibility and privacy.  This program will discuss how to set up a Private Family Trust Company and Directed trust structure, and will also focus on the other modern and unique estate planning techniques that can provide tax and asset protection benefits for years to come.

Ask the Experts - bring your questions to gain information from our experts.

11:00 a.m. - 11:45 a.m.

Peer Dialogue

11:45 a.m. - 1:00 p.m.


1:00 p.m.



Al King, South Dakota Trust

Al W. King III is based in New York City and the Co-Founder, Co-Chairman and Co-Chief Executive Officer of South Dakota Trust Company, LLC (SDTC), South Dakota Planning Company, LLC (SDPC) and the Estate Planning Institute (EPI). South Dakota Trust Company is a national trust boutique for the wealthy based out of Sioux Falls, South Dakota serving clients nationally and internationally.

Pierce H. McDowell, South Dakota Trust

Pierce H. McDowell III is currently the Co-Founder, Co-Chairman and Co-Chief Executive Officer of South Dakota Trust Company, LLC and South Dakota Planning Company, LLC. The former is a national trust boutique and financial advisory company for the wealthy based out of Sioux Falls, South Dakota and the latter an estate planning consulting firm based out of New York City. Mr. McDowell was formerly the Co-Founder and President/Chief Trust Officer of Citicorp Trust South Dakota. Due to South Dakota's attractive trust and tax legislation, Mr. McDowell is responsible for servicing the trust and estate needs of clients across the United States and world in the creation and movement of trusts to South Dakota.

Matthew Tobin, South Dakota Trust

Matthew Tobin is the Managing Director/Legal Counsel of the South Dakota Trust Company, LLC in Sioux Falls, South Dakota. His primary responsibilities include management of the firm’s Private/Public Trust Company business, business management, legal, human resources, and public relations/legislation.  He also serves as President of SDTC Services, LLC which provides consulting services to the nondepository trust company industry, and serves as Director of the SDTC Foundation. In addition, Mr. Tobin also serves on the Board of Directors for numerous private and public trust companies.

 Nazanin Hassanein, Managing Director, Family Office and Wealth Advisor Markets

Naz is responsible for relationship management across the FOX family office and advisor base and assists in the development of new and enhanced service offerings for FOX members. She is an alumna of the Corporate Executive Board, where she specialized in working in, and later leading, the financial services membership renewal effort. Her performance there and contribution to the significant growth in membership was a major part of the firm's overall growth.

Jo Wellman, Senior Relationship Manager

Jo is part of the family office team that works to increase membership and provide services to FOX family office members. Before joining FOX, she was co-owner and manager of Wellman Equipment Inc., her family’s business. She also has worked for Capstone Financial Advisors and West Suburban Hospital and taught business education courses at the high school and community college levels.