The Private Family Trust Company—A Strategic Solution for the Family Enterprise
Overview
The PFTC represents an elegant evolution of the family office by solidifying the role of the family in managing all of the family assets (more than just trust assets) and implementing its strategic plan. In this session, expert advisors and a family office executive share how to successfully integrate the PFTC with the family enterprise.
Attendees will learn:
- The role of the PFTC in implementing the family strategic plan through discretionary trust decisions and family member development
- The contributions the PFTC can make to family governance
- How to use the PFTC to provide investment and other family office services