In the Driver’s Seat and Under the Hood - Creating and Operating a PFTC

For those considering a PFTC or in the early stages of developing one, this session provides the  core information needed to get started, including identifying the right state and right structure for your family, chartering or licensing, and insight on the day to day realities of operating a PFTC.

Attendees will learn:

• The chartering/licensing process and how to ready the company to do a trust business, well and safely
• Internal structures for supporting fiduciary decision-making, trust administration and risk management
• What to outsource, how and to whom
• Managing the challenge of operating a PFTC in a state remote from family members, the family office and the family business(es)