As an expert in information secrets, cyber attacks and corporate espionage, Dr Cédric Jeannot utilizes his experience in the field of cryptography, authentication, key management and forensics in various high-profile security projects.
Resource Search
Neil Howe is a renowned demographer and authority on generations and social change. He develops and implements cutting-edge research, analysis, and consulting services to help clients understand how generations impact marketing and workforce issues as well as strategic and financial planning. As a historian, economist, and demographer, Neil Howe is a recognized authority on global aging, long-term fiscal policy, and migration. As a bestselling author, he has written over a dozen books on generations, demographic change, and fiscal policy, many of them with William Strauss.
The new era of enterprising families will be characterized by an unprecedented transfer of wealth that is currently underway and will continue to escalate over the next twenty years. Unfortunately, not much has been determined about how these new recipients of wealth will actually engage within an existing family management wealth framework.
Distributions have many implications for the PFTC. The responsibilities of the Private Trust Company in preserving the corpus and being true to the role of the trustee must also align with the changing needs of the family. This peer dialogue will center around a case study examining the art and complexity of family distributions:
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:
Poor trust risk management and family disunity remain major if not the major threats to families seeking to remain together from generation to generation. Often embraced hesitantly by families, the most important risk management actions are basic and logical, only requiring families to understand and commit to them. Communication is often the key to both trust risk management and overcoming family disunity.Attendees will learn:
Private Trust Companies were created and constantly evolve to meet the needs of wealthy families for trustees not adequately met by the traditional alternatives of institutional and individual trustees. The foundations for choosing the right trustee for a family are(i) identifying the role they need their trustee to play, and(ii) understanding the strengths and weaknesses of each type of trustee for filling that role.
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: