2025 FOX Private Trust Company Workshop
Overview
The Private Trust Company (PTC) has endured the test of time as a robust structure for achieving the multi-generational goals of wealth preservation, stewardship, and upholding flourishing families. This program is essential for families currently forming or considering a PTC and insightful to family members and qualified trustees hoping to better understand their PTC structure. This workshop brings together leading experts and PTC executives to share their experience and insight about the PTC’s special role in the family enterprise.
Attendees can choose a program curated to their current situation:
- Day one concentrates on fundamental questions for families and their advisory team exploring or currently forming a PTC.
- Day two involves more qualitative questions and best practices and is appropriate for anyone with an interest in PTCs at any level of experience.
- Day three reviews more advanced topics for those who have experience and are looking to take an established PTC to the next level.
Who should attend:
- Days one and two are appropriate for families and their advisory team exploring or currently forming a PTC.
- Days two and three are appropriate for those with established PTCs who are interested in taking their trust company to the next level.
- Those interested in a refresher and in exploring more complex topics will want to attend all three days.
Attendee Quotes
“If you are thinking about setting up a Private Trust Company, I highly recommend that you attend this workshop first to make sure you understand what you are committing to.”
“The content, quality of speakers, and quality of peers is excellent."
About
Attendees will learn the following:
- Why families form a PTC
- The role of the PTC in supporting the family enterprise
- What differentiates the PTC structure from other trust and regulated structures
- Considerations regarding charter states and whether or not to be registered
- Options and best practices related to structure, ownership, governance and operations
- Opportunities to create healthy trustee and beneficiary relationships
- How to identify and mitigate tax and regulatory risks in operation of the PTC
- Cutting edge techniques and future trends for the PTC
- Lessons learned from seasoned PTC executives and experts
Pricing
*Register by December 20 to receive $300 off
| FOX Members | Non-Members | ||||||
| Days 1 & 2 Jan. 28-29 Fundamentals |
Days 2 & 3 Jan. 29-30 Experienced |
All 3 Days |
Days 1 & 2 Jan. 28-29 Fundamentals |
Days 2 & 3 Jan. 29-30 Experienced |
All 3 Days Jan 28-20 Comprehensive |
||
| Individual Attendees | $2,100 | $2,100 | $2,850 | $2,625 | $2,625 | $3,550 | |
| *Multiple Attendees | $1,900 | $1,900 | $2,550 | $2,375 | $2,375 | $3,200 | |
| *From the same family/firm | |||||||
Session Replay Access: Workshop session replays will be available to attendees in the FOX event portal for 90 days.
REGISTRATION: The Private Trust Company Workshop is open to family members, PTC board members, and family office and PTC executives. FOX also allows qualified prospective members who are developing, operating, or considering a PTC. For the privacy of our families and family offices, advisors are not invited to register, unless as a guest accompanying a family or family office. To have an advisor join your family or family office at the workshop, please email us at events@familyoffice.com. All registrations subject to approval by FOX.
REFUND POLICY: To ensure the most flexibility for our members and guests, refunds of registration fees will be granted up to the event start date, so long as we are notified in writing at events@familyoffice.com. For more information regarding administrative policies please contact FOX office at: 312.327.1200.
Field of Study: Specialized Knowledge - Up to 11 CPE credits can be earned by attending this event. CPE credits are accepted at the option of state certifying boards. Requirements, compliance procedures and acceptance may vary by state.
Program Level: Overview | No prerequisites are required for any of the sessions. | Delivery Method: Group Internet Based
Learning Objectives: Upon completion of this program, participants will be able to make informed decisions about developing a private trust company for a family enterprise. Program objectives include: Learn how to satisfy trustee requirements, how to choose the proper charter state for a PTC, how to govern the PTC with boards and directors, how to develop the PTC into an operating trust company and how to understand the approval, supervision and examination of PTCs.
Family Office Exchange is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
Agenda
Tuesday, January 28, 2025 – Fundamental PTC Workshop
This program is essential for families currently forming or considering a PTC and insightful to family members and qualified trustees hoping to better understand their PTC structure.
Highlighted topics:
• Introduction to the Private Trust Company
• The Evolution of the US Situs PTC
• Approval, Supervision, and Examination of PTCs
Wednesday, January 29, 2025, and Thursday, January 30, 2025 – Advanced PTC Workshop
This program is appropriate for those with established PTCs who are interested in taking their trust company to the next level.
Highlighted topics:
• Governance to Minimize Fiduciary Liabilities of PTCs and their Directors
• Leading Practices: Operations and Administration
• What you need to know about the Corporate Transparency Act
• PTCs at the Intersection of Business and Charity
• Panels of Industry Experts / Families who have formed PTC’s
A complete program agenda will be announced in December.
FAQs
Where is the Program and how do I access it?
The program is taking place virtually and can be accessed via our portal. Information on accessing the portal will be emailed to you directly prior to the event. For access assistance please email events@familyoffice.com. You must be registered to access the event.
How do I log in?
To log in, you will need the email address you used to register for the event. Once you enter your first name, last name, and email address on the login screen, you will be sent a verification code to your email address. Once you enter your verification code, you will have access.
Please note: once you have entered your email address in the event portal, it can take up to 10 minutes to receive your verification code. Your verification code will be sent from FOX Learning Programs events@familyoffice.com.
If you need assistance, please reach out to us at events@familyoffice.com.
Which technologies are you using?
- CVENT Attendee Hub is our event portal.
- Zoom facilitates video streaming.
What device should I use?
Some employers prevent access to external conference platforms from corporate VPN accounts. You may find it easiest to use a personal device to access this event.
How do I access the sessions?
To access Workshop sessions, click on “All Sessions”, at the top on the day you wish to participate in, and then the session you plan to attend. Once inside the session – click the “Join Session” button.
What do I do now that I’ve logged in?
We recommend:
- Completing your profile.
- Reviewing the “attendee” section and requesting to connect with other attendees.
- Taking some time to become familiar with the portal, and the “All Sessions” page, where you will access the session.
When should I log in to attend the session?
We recommend you log into the portal at least ten minutes prior to the session to ensure you have enough time to receive a verification code (if needed) and navigate to your session.
Do I have to log in every time I visit the event?
If you do not close your browser windows or log out of the program, you will not need to log in again. Otherwise, you will need to log in again.
What is the time zone?
All published times are in U.S. Central Time.
Can other people see me, and if so – what is the dress code?
FOX encourages attendees to turn their cameras on during sessions. There will be some instances when attendees will be visible to one another. Business casual attire is recommended.
How can I change my visibility setting from hidden to visible or vice versa?
Navigate to “edit your profile,” where you can change your visibility.
My question isn’t here, how can I get additional help?
Please email events@familyoffice.com and we’ll be delighted to assist you.