A private family trust company (PTC) often serves as an excellent governance framework and corporate structure for a virtual family office (VFO) by providing integrated, holistic oversight of fiduciary, investment, tax, philanthropic, governance, and other activity. Learn more about how and why families choose to form a VFO around their PTC, the concept of a VFO Manager, the benefits of a PTC-VFO structure, and roles within a typical structure.
Trust and Estate Planning
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Speakers cover the basics of what a Private Trust Company (PTC) is, including answering common questions your clients may have about them. Scott D. Weaver, J.D., General Counsel & Chief Fiduciary Officer, Willow Street Moderated by Scott Winget, Enterprise Market Leader, FOX
2022 Tax and Estate Planning Update
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FOX’s annual estate planning webcast will lead participants through a thoughtful discussion of some of the most important topics and developments that were covered at the 56th Annual Heckerling Institute on Estate Planning. Key legislative, regulatory, and case law updates impacting ultra-high net worth families and their family offices will be covered. Carl C. Fiore, Managing Director, Andersen US National Tax Office Kristin Yokomoto, Partner, BakerHostetler Scott Winget, Enterprise Market Leader, FOX
Many young adults are looking to increase their knowledge when it comes to managing their inherited wealth. After all, wealth can be a complicated topic—and figuring out what to do with it can be an overwhelming experience. With that in mind, this guide is designed to answer their questions and concerns on the issues related to money, including offering best practices for managing their wealth.
Sometimes, portfolios are so focused on returns that tax efficiency gets pushed to the back burner. But proposed changes to tax law under the Biden administration—and the related debates—have brought renewed focus to the tax impact of portfolio decisions. That makes now a good time to review some of key techniques to help manage your investment taxes.
40% of families now gift their assets through trusts compared to 12.5% in 1995. Directed trusts, special purpose entities, trust protector companies, and regulated and unregulated private trust companies have all played integral roles in the growing popularity of trusts. This session focused on the important reasons families are choosing these popular trust administration options and will provided a comparison of each option, including the advantages and disadvantages of each. By the end of this webcast, attendees will be able to:
The Cost of Complexity: Why Does It Matter?
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Private trust companies; profits interest structures; direct investments. The world of family wealth management is getting more complex all the time. As families and their office management teams evolve and learn best practices, there is a natural tendency to add more complexity to their structure and operations. Recently, we’ve seen this movement exhibit itself in several ways. Click here if you would like to participate in the survey.
Often, families execute wealth transfer planning strategies without fully considering what wealth and family legacy means to them—particularly the importance of defining and sharing their associated social, economic, and philanthropic values. In this interview, two advisors examine the value of family education and the critical role advisors play in the process.
2021 Trust and Estate Planning Update
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Don’t miss this annual Family Office Forum update. Income and estate tax changes are highly probable, and speculation abounds regarding potential regulatory developments, all of which could significantly impact family offices and individuals. Learn what to watch and what, if anything, you might consider doing to protect your family and clients.
Five Steps to Consider When Creating a Prenup
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Couples nearing marriage often confront challenging questions and must make difficult decisions around complex, emotionally charged issues. Somewhere in the process of sorting out financial and estate planning decisions, the question on whether to have a prenuptial agreement may emerge. Here are steps that you and your families may find helpful in making the prenup experience more successful, and potentially avoid some fatal flaws.