June 9-10 Registration
Tuesday, June 9, 2015
DAY ONE—PFTC Decisions: Do We Want a Private Family Trust Company? Assessing Impact, Creating and Operating a PFTC
As a family considers whether their own PFTC would be the best trustee to make discretionary decisions for how their wealth in trust will be invested, managed, distributed and spent, what do they need to know about a PFTC structure and strategy? What is the impact on…
- Multi-generational family sustainability
- The family’s strategic plan and ability to fulfill its vision for the future
- Family succession, family governance and family engagement
- Access to the most effective and highest value trust and state tax strategies
- Risk management of family assets, members, family employees and other family advisors
As well as an assessment of the practical implications of creating, owning and managing a PFTC, including:
- The plusses and minuses of a PFTC in comparison to other structures
- The costs, regulatory burdens and operational issues of a PFTC when compared to other options
Wednesday, June 10, 2015
DAY TWO—Optimizing the PFTC: Tools for Sustaining Families Across Generations
The focus of Day Two will be on maximizing the potential of PFTCs for meeting family needs and fulfilling aspirations. Sessions will address strategies families can implement in the areas of:
- Achieving goals
- Risk assessment and management
- Developing a sustainable family, employee and advisor culture
Day Two topics will include:
- Review of the full range of services a PFTC can provide a family
- Utilizing third-party providers
- Maximizing the PFTC’s potential in family governance, family unity and family member development
- Fiduciary responsibility controls and regulatory compliance
- Audit and examination preparation, management and as key elements in successful protection of families
- Breakout sessions addressing key practical issues of PFTC operations and risk management:
- Burdens and Solutions for Operating a PFTC Distant-from Home
- State Regulators Panel—Regulation and Exam Focuses Now and On the Horizon
- Identifying and Meeting Client Needs Within the Multi-Family Trust Company
- U.S. PFTCs and Foreign Trusts, Foreign Assets, and Non-U.S. Resident Family Members
- “Ask the Experts” - participants will be given the opportunity to have their most pressing issues addressed in interactive peer dialogue