The Private Trust Company (PTC) has passed the test of time as a robust structure for achieving the multi-generational goals of wealth preservation, stewardship, and long-term family governance. This program is essential for families and executives with an established PTC that want to better operate their unique PTC structure. We will bring together PTC Executives, family members and experts to share their experience and insight about the PTC’s special role in the family enterprise.
NOTE: The Private Trust Company Fundamentals 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 may be qualified to attend. All registrations subject to approval by FOX.
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REFUND POLICY: For event registrations, refunds of payments 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.
Field of Study: Finance - Up to TBD 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: TBD
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.