FOX Private Trust Company Workshop - January 27-29, 2026

Overview

Tuesday, Jan 27, 2026 - 10:00am
Thursday, Jan 29, 2026 - 03:15pm
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The Private Trust Company (PTC) has endured the test of time as a robust structure for achieving the multi-generational goals of wealth preservation, stewardship, and upholding flourishing families. This program is essential for families currently forming or considering a PTC and insightful to family members and qualified trustees hoping to better understand their PTC structure. This workshop brings together leading experts and PTC executives to share their experience and insight about the PTC’s special role in the family enterprise.

Attendees can choose a program curated to their current situation: 

  • Day one concentrates on fundamental questions for families and their advisory team exploring or currently forming a PTC.  
  • Day two involves more qualitative questions and best practices and is appropriate for anyone with an interest in PTCs at any level of experience.
  • Day three reviews more advanced topics for those who have experience and are looking to take an established PTC to the next level.

    Who should attend:

    • Days one and two are appropriate for families and their advisory team exploring or currently forming a PTC.
    • Days two and three are appropriate for those with established PTCs who are interested in taking their trust company to the next level.
    • Those interested in a refresher and in exploring more complex topics will want to attend all three days.

    Attendee Quotes

    “If you are thinking about setting up a Private Trust Company, I highly recommend that you attend this workshop first to make sure you understand what you are committing to.”

            “The content, quality of speakers, and quality of peers is excellent."

    Region
    United States
    Location
    Virtual Event
    Recommended For
    The Private Trust Company Workshop is open to family members, PTC board members, and family office and PTC executives. FOX also allows qualified prospective members who are developing, operating, or considering a PTC.

    Registration

    Please login to see your registration options. Non-members can create a FOX Public Network guest account here.

    Questions? Contact us at events@familyoffice.com or reach out to your relationship manager.

    Attendees will learn the following:

    • Why families form a PTC
    • The role of the PTC in supporting the family enterprise
    • What differentiates the PTC structure from other trust and regulated structures
    • Considerations regarding charter states and whether or not to be registered
    • Options and best practices related to structure, ownership, governance and operations
    • Opportunities to create healthy trustee and beneficiary relationships
    • How to identify and mitigate tax and regulatory risks in operation of the PTC
    • Cutting edge techniques and future trends for the PTC
    • Lessons learned from seasoned PTC executives and experts

    Pricing

    *Register by December 20 to receive $300 off

      FOX Members   Non-Members
      Days 1 & 2
    Jan. 27-28
    Fundamentals    		 Days 2 & 3
    Jan. 28-29
    Experienced

    All 3 Days
    Jan 27-29
    Comprehensive

    		   Days 1 & 2
    Jan. 27-28
    Fundamentals    		 Days 2 & 3
    Jan. 28-29
    Experienced    		 All 3 Days
    Jan 27-29
    Comprehensive
    Individual Attendees $2,100 $2,100 $2,850   $2,625 $2,625 $3,550
    *Multiple Attendees $1,900 $1,900 $2,550   $2,375 $2,375 $3,200
    *From the same family/firm

    Session Replay Access: Workshop session replays will be available to attendees in the FOX event portal for 90 days.

    REGISTRATION: The Private Trust Company Workshop is open to family members, PTC board members, and family office and PTC executives. FOX also allows qualified prospective members who are developing, operating, or considering a PTC. For the privacy of our families and family offices, advisors are not invited to register, unless as a guest accompanying a family or family office. To have an advisor join your family or family office at the workshop, please email us at events@familyoffice.com. All registrations subject to approval by FOX.

    REFUND POLICY: To ensure the most flexibility for our members and guests, refunds of registration fees will be granted up to the event start date, so long as we are notified in writing at events@familyoffice.com. For more information regarding administrative policies please contact FOX office at: 312.327.1200.

    Field of Study: Specialized Knowledge - Up to 11 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 Internet Based

    Learning Objectives: Upon completion of this program, participants will be able to make informed decisions about developing a private trust company for a family enterprise. Program objectives include: Learn how to satisfy trustee requirements, how to choose the proper charter state for a PTC, how to govern the PTC with boards and directors, how to develop the PTC into an operating trust company and how to understand the approval, supervision and examination of PTCs. 


    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.

      

    Tuesday, January 27, 2025
    All times listed are in US Central Time
       
    10:00 am

    Welcome to the Workshop
    As the family enterprise evolves over time, eventually, many families will consider the question of whether to form a Private Trust Company (PTC). The PTC can be quite useful to many families, providing unique benefits and capabilities, but also comes with its own special concerns requiring careful consideration.

    Please join us for an introduction and overview of FOX’s Private Trust Company Workshop, where we will review the agenda, introduce the speakers, and set the stage for the event.

    Elizabeth Whitlow, Senior Relationship Manager, FOX
       
    10:10 am

    Introduction to the Private Trust Company / Why are Families and Family Offices Setting Up PTCs
    As the family enterprise evolves over time, eventually, many families will consider the question of whether to form a private trust company (PTC). The PTC can be quite useful to many families, allowing them to retain control and act as trustee for their own trusts. It's a specialized tool to manage wealth across generations, ensuring continuity, confidentiality, and alignment with family values.

    Attendees will learn:

    • What a private trust company is and who might benefit from creating one
    • The various purposes, advantages and roles that a PTC can add to support the enterprise
    • Major considerations to keep in mind throughout the exploration and planning process

    Elizabeth Whitlow, Senior Relationship Manager, FOX
    Mishu Din, Director of Research, FOX

    0.5 CPE | Specialized Knowledge
       
    10:40 am

    US Situs Selection for Your Private Trust Company
    After deciding to form a PTC, two important decisions are in choosing the best home state for the family to help achieve its vision and whether to operate as a registered or unregistered trust company. Both questions require a balancing act, weighing various state-specific factors against the family’s goals and values.

    Attendees will learn:

    • Which states support PTCs
    • Important factors to consider when evaluating a particular state
    • Advantages, responsibilities and disadvantages of registration

    Miles Padgett, Partner, Kozusko Law

    1.0 CPE
       
    11:30 am

    Key Considerations and Decisions on Setting up a PTC

    Matt Tobin
    Co-Regional Head - JTC Private Client Services - USA
    President - Chief Operating Officer - South Dakota Trust Company
    South Dakota Trust Company, a JTC Group Company

    1.0 CPE
       
    12:20 pm Lunch Break
       
    1:20 pm

    Session TBD

    1.0 CPE | Specialized Knowledge
       
    2:10 pm

    Open Discussion Breakouts
    Participants will join small breakout groups to discuss what they learned from the day, share their thoughts, ask questions, and network.
       
    2:30 pm Day 1 Concludes
       

    Wednesday, January 28, 2025
       
    10:00 am

    Welcome Back & Recap

    Elizabeth Whitlow, Senior Relationship Manager, FOX
       
    10:10 am

    Enhancing the Lives of Trustees and Beneficiaries within the PTC Ecosystem
    The PTC has an opportunity to build positive, long-lasting and beneficial relationships with the beneficiary that can significantly improve the impact of a family’s long-term wealth preservation plan. Trusts are relationships dependent on attention, communication and expectation-management by both the trustee and beneficiary.

    Attendees will learn:

    • Practices in creating positive relationships that serve the family’s long-term goals
    • Techniques for developing successful and empowered beneficiaries
    • How the PTC, its committees and beneficiaries can all participate in the process

    James "Jay" E. Hughes, Jr, Esq., Author
    Rick Fogg, President, Lineage Trust Company

    1.0 CPE | Specialized Knowledge
       
    11:10 am

    How a PTC Can Fit into a Lender Structure
    Many families have found that a carefully thought-out family office investment fund structure can produce significant tax savings by effectively making non-deductible investment expenses become deductible business expenses. The IRS has scrutinized these structures, most notably in the Lender Management Tax Court case, a taxpayer victory that provides a potential roadmap to a compliant structure. Where does a PTC fit into a “Lender” structure? This session will discuss the tax and regulatory advantages that a PTC can provide to a family investment fund structure.

    John Bunge, Partner, Holland & Knight

    1.0 CPE | Specialized Knowledge
       
    12:00 pm Lunch Break
       
    1:00 pm

    Panel

    1.0 CPE | Specialized Knowledge
       
    2:00 pm

    Open Discussion/Breakouts

    1.0 CPE | Specialized Knowledge
       
    2:30 pm Day 2 Concludes
       

    Thursday, January 29, 2025
       
    10:00 am

    Welcome Back & Recap

    Elizabeth Whitlow, Senior Relationship Manager, FOX
       
    10:10 am

    Risk Mitigation for PTCs

    Jason Kohout, Partner, Foley & Lardner

    1.0 CPE | Specialized Knowledge
       
    11:00 am

    TBD

    1.0 CPE | Specialized Knowledge
       
    11:50 am Lunch Break
       
    12:50 pm

    What Are the States Thinking Regarding the Future of the PTC and Compliance
    PTCs have been evolving over time, as the industry and states react to protect trusts and beneficiaries, serve constituents, and compete for trust business. A panel of state banking commissioners will discuss what they are watching and what’s next for PTCs.

    Attendees will learn:

    • Factors currently impacting the PTC industry
    • Current focus areas for state legislatures and regulatory agencies
    • Future trends expected for PTCs

    Greg Gonzales
    Jeremiah Bishop
    Brett Ardahl

    1.0 CPE | Specialized Knowledge
       
    1:50 pm

    Open Discussion: Ask the Experts
       
    2:30 pm Workshop Concludes

     

    		  

    Where is the Program and how do I access it?

    The program is taking place virtually and can be accessed via our portal. Information on accessing the portal will be emailed to you directly prior to the event. For access assistance please email events@familyoffice.com. You must be registered to access the event.

    How do I log in?

    To log in, you will need the email address you used to register for the event. Once you enter your first name, last name, and email address on the login screen, you will be sent a verification code to your email address. Once you enter your verification code, you will have access.

    Please note: once you have entered your email address in the event portal, it can take up to 10 minutes to receive your verification code. Your verification code will be sent from FOX Learning Programs events@familyoffice.com.

    If you need assistance, please reach out to us at events@familyoffice.com.

    Which technologies are you using?

    • CVENT Attendee Hub is our event portal.
    • Zoom facilitates video streaming.

    What device should I use?

    Some employers prevent access to external conference platforms from corporate VPN accounts. You may find it easiest to use a personal device to access this event.

    How do I access the sessions?

    To access Workshop sessions, click on “All Sessions”, at the top on the day you wish to participate in, and then the session you plan to attend. Once inside the session – click the “Join Session” button. 

    What do I do now that I’ve logged in?

    We recommend:

    • Completing your profile.
    • Reviewing the “attendee” section and requesting to connect with other attendees.
    • Taking some time to become familiar with the portal, and the “All Sessions” page, where you will access the session.

    When should I log in to attend the session?

    We recommend you log into the portal at least ten minutes prior to the session to ensure you have enough time to receive a verification code (if needed) and navigate to your session.

    Do I have to log in every time I visit the event?

    If you do not close your browser windows or log out of the program, you will not need to log in again. Otherwise, you will need to log in again.

    What is the time zone?

    All published times are in U.S. Central Time.

    Can other people see me, and if so – what is the dress code?

    FOX encourages attendees to turn their cameras on during sessions. There will be some instances when attendees will be visible to one another. Business casual attire is recommended.

    How can I change my visibility setting from hidden to visible or vice versa?

    Navigate to “edit your profile,” where you can change your visibility.

    My question isn’t here, how can I get additional help?

    Please email events@familyoffice.com and we’ll be delighted to assist you.
     

    Thank you to our Private Trust Company Network Sponsor!

     

    TN Department of Finance