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The PFTC represents an elegant evolution of the family office by solidifying the role of the family in managing all of the family assets (more than just trust assets) and implementing its strategic plan. In this session, expert advisors and a family office executive share how to successfully integrate the PFTC with the family enterprise.Attendees w...

Regulated PFTC’s are licensed and supervised by state banking regulators. In exchange, families are given the only non-federal, permanent corporate/LLC charter allowing them to provide trust services and, without registration with the SEC, act as an investment adviser. The main price they pay is the burden of state regulations and...

A founder of the modern private trust company industry will provide a brief history of the industry and where it is at today: its strengths, growing maturity, challenges and how it must evolve going forward. Attendees will learn:A top-down overview of today’s state-of-art private trust company, both inside and outSome key recent st...

Private Trust Companies were created and constantly evolve to meet the needs of wealthy families for trustees not adequately met by the traditional alternatives of institutional and individual trustees. The foundations for choosing the right trustee for a family are(i) identifying the role they need their trustee to play, and(ii) understandin...

For those considering a PFTC or in the early stages of developing one, this session provides the core information needed to get started, including identifying the right state and right structure for your family, chartering or licensing, and insight on the day to day realities of operating a PFTC.Attendees will learn:The chartering/licensing p...

Challenges of Family Investment Decision-MakingCliff Hurd, Hurd Enterprises, Ltd., John Goddard, Investment Resources Corp and Charles B. Grace III, Senior Consultant, Family Office Exchange When families make major investment decisions regarding asset allocation, tactical asset allocation, opportunistic investments, and selection and terminat...

Rewarding High Performance: The 2013 FOX Compensation StudyJane Flanagan, Senior Consultant, and Mariann Mihailidis, Managing Director, Councils, Family Office Exchange A family office’s success is largely dependent on selecting and retaining the right employees. So how does a family office develop a compensation and benefits package tha...

Transferring Business Ownership: How to Prepare the Family for a Smooth TransitionStephen G. Salley, Of Counsel, Greenberg Traurig, LLC.; Mark Nash, Partner, PwC Private Company Services and Karen Neal, Managing Director, Consulting, Family Office Exchange A recent PwC study on family business owner trends indicated that more than ...

At the 2013 Thought Leaders Council Summit, attendees worked collaboratively on outlining what is considered State of the Industry, common practice, and State of the Art, best practice, in the private wealth management industry today. FOX led a similar study in 2000, and 13 years later, the industry has evolved radically with not only signifi...

Speakers: Sara Hamilton, Founder and CEO, Family Office Exchange and Dennis Jaffe, Ph.D., Saybrook University While most family wealth is newly created, families increasingly look ahead and want to design a multi-generational future that balances all aspects of their family capital. This session will identify the building blocks for a str...