Networks - PFTC

Overview

Key Trust States’ Innovative Proposals Supporting Private Family Trust Companies and Family Trusts

John P.C. Duncan, Program Moderator – Kozusko Harris Duncan Greg Gonzales, Commissioner – Tennessee Department of Financial Institutions J. Spencer Culp, Director of Trust Supervision – New Hampshire Banking Department Matthew Tobin, Managing Director – South Dakota Trust Company Christopher M. Reimer, Partner – Long Reimer Winegar Beppler LLP Miles Padgett, Partner – Kozusko Harris Duncan
Wednesday, February 11, 2015
This is featured programming for the FOX Private Family Trust Company Network.
 

Building or Renewing Your Board

PwC Private Company Services
Monday, January 12, 2015

Boards can assist with some of the particularly challenging issues family companies face. There are several different factors that should be considered as a board is created or renewed.

Overview

Seeking ways to keep all family members interested and involved in family matters is a key objective of most family offices. This year’s FOX Fall Forum provides a broad array of new ideas and skills to enrich the delivery of service and strengthen the family client experience.

Social Investing: A Conversation About the Journey

Jason T Baron, Managing Director Head Portfolio Manager of Social Investment Strategies – U.S. Trust, Bank of America Private Wealth Management
Wednesday, November 19, 2014

Corporate Social Responsibility can be much more than a cost, a constraint or a charitable deed – it can be a source of opportunity, innovation and competitive edge. Companies that are good social citizens can both positively address societal issues and outperform their competitors.

South Dakota Dynasty Trusts Funded with Direct Private Equity Investments

South Dakota Trust Company LLC
Monday, October 20, 2014

South Dakota is the leading bank asset jurisdiction in the United States, according to the FDIC.

Building a Board for Your Private Trust Company

Martin E. Lybecker –Perkins CoieRana H. Salti – Kinship Trust Company, LLC
Wednesday, August 20, 2014
One of the benefits of forming a regulated Private Family Trust Company is that it formalizes family governance.   At the center of the Private Family Trust Company governance is the Board of Directors.

Four Reasons the Private Family Trust Company Market is Growing

Jul 07 2014 - Anonymous

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IRS Guidance on Trust and Estate 2% Floor on Itemized Deductions

Jul 07 2014 - Anonymous

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Private Family Trust Companies: What You Need to Know

May 22 2014 - Anonymous

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