Using a PFTC to Optimize Multi-Generational Investment Management

PFTCs provide significant flexibility with respect to investment management.  The governance models afforded under PFTCs allow families to carefully craft the role of investment management, from the what, to the who, to the how.  Modern trust laws in select states will allow you to create this flexibility through PFTCs, or for those less inclined, through a directed trustee arrangement.

Attendees will learn:

• Review of investment and expenditure strategies with higher probabilities of maintaining/expanding wealth from generation to generation (e.g. holding the family business)
• Using tools available in the best states such as decanting, directed trusts, purpose trusts, delegation, reformation or non-judicial settlements that facilitate the implementation of the family’s sustainability strategies
• Consideration of the risks and rewards of investment concentration