The Private Family Trust Company: The Most Customized Financial Institution Ever Devised

Overview

The raison d’être for families to form a Private Family Trust Company (PFTC) is to maximize their lawful control over their wealth held in trust. A cynic might suggest families want that control just to inflate current distributions to family members, but in practice that isn’t what motivates families. What motivates them is that control gives them the capability to devise and implement a strategic plan for managing and deploying their wealth in the ways they believe give them the best opportunity to realize multigenerational hopes and aspiration. As it stands today, no financial institution charter ever devised provides a greater level of involvement by its customers and their families than the PFTC.

Advisor Thinking