June 9 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