Speakers cover the basics of what is a Private Trust Company (PTC), including answering common questions families may have about them. Scott D. Weaver, J.D., General Counsel & Chief Fiduciary Officer, Willow Street Moderated by Scott Winget, Enterprise Market Leader, FOX
Direct investors forging new paths into frontier investing will reveal the industries you should pay attention to and why. Join us for a conversation with expert panelists who will share the trends they’re seeing and provide invaluable insight into fast-moving and exciting spaces of next-generation wealth creation. Dave Mullen, Vice President, S...
Families of wealth and business-owning families face security risks in their everyday lives, where personal and business risks are often blended and are typically managed by different people and processes. This creates a gap in identifying risks and solutions that can be addressed through a holistic and collaborative risk management approach. With ...
The revolution of the “information age” has created tremendous advantages and helped accelerate innovation, but it has also brought with it new risks—namely cyber attacks. While the corporate attacks get most of the media attention, do not forget that individuals—especially the high net worth—need to be vigilant about cyber security. The good news ...
Adding dual factor authentication to your social media helps make sure that you, and only you, can access your account. Instead of only entering a password to log in, an extra security key will be required to access your account. Step by step, learn how easy it is to configure for your Facebook, Instagram, LinkedIn, SnapChat, WhatsApp, and Twitter ...
The use of a specific ownership structure to provide for the deduction of investment management fees has evolved since 1941 to most recently in 2018 when guidance was provided by the U.S. Tax Court in determining whether the activities of a family investment management company constitute a trade or business. With a review of the details of tha...
Also known as a family trust company, a private trust company (PTC) is an entity that allows families to unbundle fiduciary services in furtherance of family and financial goals. In this overview and primer, learn more about the elements of the PTC structure, board roles and responsibilities, and when it makes sense to form a PTC.
Trusts are valuable tools frequently used to transfer wealth within families, preserve and protect wealth, and reduce taxes. Understanding trusts and the role of the trustee is important for the people establishing trusts and the beneficiaries of those trusts. Building on this foundation, answers are provided to some questions about trusts and trus...
Rising global rates, a strong U.S. dollar, and tightening liquidity conditions have weighed on sentiment in emerging markets (EMs). But EMs may be regaining their footing as easier monetary conditions could drive growth in 2024 for both equities and debt alike. Any recovery, however, is unlikely to be uniform. As a new cycle unfolds, we expect the ...
Leading and sustaining an enterprise family that shares the ownership and stewardship of collective family assets can be challenging in the face of growing complexity and diversity. Fortunately, there is a path forward for families to ensure they thrive across multiple generations. Where To Begin Co-authors Sara Hamilton...
Safety risk assessments are becoming a preferred regulatory tool around the world. Online safety laws in Australia, Ireland, the United Kingdom, and the United States will require a range of providers to evaluate the safety and user-generated content risks associated with their online services. While the specific assessment requirements vary across...
As an asset class, the frontier markets present unique opportunities and a diversification that is not very correlated with other risk asset classes such as equity. In this video, learn from William Blair & Company on why there is potential value in investing in frontier markets, both on a standalone basis or as part of a more diverse portfolio...
The family enterprise provides a strategic framework for families to stay together and accomplish the shared goals of growing wealth and managing risks through the generations. Within the enterprise, the Private Trust Company (the PTC) provides a beneficial mechanism to support the enterprise and the family’s growth and development. In addition to ...
Emerging markets (EMs) remain an efficient gateway to powerful secular themes, from technology-driven transformations to consumer growth stories. However, expectations of higher U.S. interest rates and a stronger dollar are likely to challenge EM currencies and investor sentiment in 2025, and the 2024 U.S. election introduced a new layer of uncerta...
While high inflation, monetary policy tightening, and global recession risks could cloud the first quarter of 2023, the market conditions are expected to improve in the second quarter as inflationary pressures dissipate, particularly in the United States. In this environment, emerging markets (EMs) could be a bright spot for investors. The bear mar...