Tuesday, February 9, 2016

Assessing Impact, Creating and Operating a PFTC

Pre-Symposium Workshop - For Those Exploring Forming a PFTC

As a family considers whether a PFTC would be the best trustee to make discretionary decisions on how their wealth in trust is invested, managed, distributed and spent, what do they need to know about PFTC structure and strategy? Explore a PFTC’s 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
• Also includes an assessment of the practical implications of creating, owning and managing a PFTC, including:

1. The plusses and minuses of a PFTC in comparison to other structures
2. The costs, regulatory burdens and operational issues of a PFTC when compared to other options

Wednesday, February 10, 2016 

Optimization and Tools for Sustaining Generations

Symposium - For Those Currently Operating a PFTC and Pre-Symposium Workshop Participants

Examines how to maximize a PFTC’s potential for meeting a family’s needs and 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

• 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:

               1. Burdens and Solutions for Operating a PFTC Distant-from Home

               2. State Regulators Panel—Regulation and Exam Focuses Now and On the Horizon

               3. Identifying and Meeting Client Needs Within the Multi-Family Trust Company

               4. 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 questions and issues addressed in an interactive exchange with the experts

 

Private Family Trust

Company Network

 

 

 

Family Office Exchange and members of the Private Family Trust Company Network would like to acknowledge with appreciation the continued efforts of PFTC Symposium Senior Advisor John Duncan of Kozusko Harris Duncan for his collaborative leadership in the development of this program.

 

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The Private Family Trust Company Workshop and Symposium is sold out. To be added to the waitlist, please email events@familyoffice.com