Feb 20-21, 2019 | Location TBA
Creating a Private Trust Company (PTC) is a time-tested strategy that provides a flexible structure to support families across generations, risk management, and fiduciary services. This workshop is ideal for families thinking about forming a PTC or in the early stages of developing a PTC. Attendees will learn the building blocks of why families select a PTC structure, what they need to consider in structuring the PTC, and how to incorporate the PTC into the broader family enterprise.
NOTE: The Private Trust Company Workshop is open to family members, PTC board members, and family office and PTC executives. FOX also reserves limited seats for qualified prospective members who are developing, operating, or considering a PTC. Advisors from multi-family offices and professional service firms are eligible to attend. All registrations subject to approval by FOX.
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Field of Study: Finance - Up to TBA CPE credits can be earned by attending this event. CPE credits are accepted at the option of state certifying boards. Requirements, compliance procedures and acceptance may vary by state.
Program Level: Overview | No prerequisites are required for any of the sessions. | Delivery Method: Group Live Program
Learning Objectives: Upon completion of the program, participants will have an understanding of: the central role of the PTC within the Family Enterprise and how to keep it relevant over time, a roadmap when considering a PTC structure and the techniques to develop flourishing beneficiaries, how one balances the operational requirements of the PTC with the family’s needs, and insights on maintaining operational standards and interstate trust activity. Participants will also have the opportunity to gain best practices and strategies when addressing topics, such as: PTC governance, cutting edge techniques and tools unique to the PTC structure, and family Education.
Family Office Exchange is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
Please note that a discount may be available to additional paid attendees from your firm. Contact Family Office Exchange via phone at 312.327.1221 or email email@example.com to receive the additional paid attendee coupon code. Registrations are subject to approval by FOX.
REFUND POLICY: For event registrations, refunds of payment or forum allotments will be offered if the cancellation is made in writing to Family Office Exchange at firstname.lastname@example.org five (5) or more business days prior to the start of the event. For more information regarding administrative policies please contact FOX office at: 312.327.1200.