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Trusts are often used for tax efficient wealth transfer and liability protection. In exchange for these benefits, however, trusts create certain obligations. Rooted in ancient times, the rules governing trusts are not always intuitive. Understanding their genesis can help us better understand the roles and responsibilities they create and how ...

What does it mean to be an engaged and responsible beneficiary? We will explore the roles and responsibilities of a trustee, and learn from a father-daughter team about how they make the trustee-beneficiary relationship work. We will understand the roles each party plays and how to effectively approach trust-related communications.Robert Hammett, V...

A trustee of family trusts must understand the legal duties and deliver them with a keen appreciation of family dynamics. We will discuss the range of trustee and beneficiary responsibilities as well as practical tips for making the trustee-beneficiary relationship work effectively. Members will share their experiences as trustees.Katherine Dunlevi...

It has been over a year since the 2017 Tax Act brought a multitude of changes to the tax code. As families continue to learn about the impact of the new law on their future, advisors await further guidance from the treasury department while simultaneously evaluating the challenges and opportunities presented by th...

The traditional nuclear family is no longer the presumption. With multiple demographic trends including samesex marriages, blended families, and cohabitation alongside different paths to parenthood, including adoption and assisted reproductive technologies, there are numerous estate planning challenges that ultra-...

Much has been written about the sweeping tax law changes as part of the 2017 Tax Cuts and Job Act. Ultra-wealthy taxpayers and business owners alike are faced with not only a myriad of changes, but also many planning opportunities. For real estate owners, investors, and developers, the impacts are significant. Experts will take participants through...

Since the Tax Cuts and Jobs Act was released at the end of 2017, family office and multi-family office professionals have been struggling to understand what all this means for their clients’ situations and circumstances. This session draws on the experience of two industry experts and the work they are doing with their clients as they evaluat...

The recently passed tax reform legislation will impact your investments, your legal entities, and your cash flow. This session will discuss what family offices can do to preserve deductions, explore the changes in how investment losses will be characterized, and explore other ramifications of the significant new tax legislation.

2018 FOX Private Family Trust Company WorkshopFebruary 21-22, 2018Fort Lauderdale, FLVideo #4:Making it Work: The Distribution ProcessModerator:Ruth Easterling, Managing Director, Member Services, Family Office Exchange

2018 FOX Private Family Trust Company WorkshopFebruary 21-22, 2018Fort Lauderdale, FLVideo #3:PFTCs in Action - PanelPanelists:Bruce Betters, CEO and Chief Investment Officer, Marshall Street CapitalRyan M. Harding, President, Garden Trust CompanyKim Kusilek, Chief Operating Officer, HRK Group, Inc. Moderator:Mariann Mihailidis, Managing ...

2018 FOX Private Family Trust Company WorkshopFebruary 21-22, 2018Fort Lauderdale, FLVideo #2:Transformative PFTC Governance StructuresPresenters:Sara Hamilton, Founder and CEO, Family Office ExchangeRyan M. Harding, President, Garden Trust Company

2018 FOX Private Family Trust Company WorkshopFebruary 21-22, 2018Fort Lauderdale, FLVideo #1: The Highest and Best Use of the Private Trust CompanyPresenter:Sara Hamilton, Founder and CEO, Family Office Exchange