State of the PFTC Industry Today—Accomplishments and Challenges
Overview
A founder of the modern private trust company industry will provide a brief history of the industry and where it is at today: its strengths, growing maturity, challenges and how it must evolve going forward.
Attendees will learn:
- A top-down overview of today’s state-of-art private trust company, both inside and out
- Some key recent state law statutory, regulatory and case law developments
- How today the federal regulation of PFTCs and family offices is identical
- A short overview of the best PFTC states and the potential benefits of an off-shore PFTC