Networks - PFTC

Administering the Private Trust Company: Key Issues to Consider

Chuck Schultz – McGladrey LLP
Wednesday, May 7, 2014
Join us for a look at the keys to successfully administering a private trust company (PTC).

Take the Long-Term View

Family Office Exchange
Saturday, February 1, 2020

Revised Feb 2020
Originally Published in 2014 
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Two Options Demystified: Private Family Trust Company and Family Bank Dynasty Trust

Al King, Pierce McDowell, and Matthew Tobin – South Dakota Trust 
Wednesday, May 23, 2012

Creating a Private Family Trust Company (PFTC) may be the perfect solution for a family who values flexibility and control or family office looking to comply with the SEC regulations.

Corporations and Trust Companies and Partnerships- Oh, My: A Review of Family Wealth Management Structures (Part 2)

 Christopher Uzpen – Withers Bergman LLPMarcy Hall – HUB International Personal InsuranceRobert Giurland – ACE Private Risk Services
Wednesday, March 11, 2009

Over the past 20 years, the use of corporate structures to protect families of means has grown exponentially. Family assets that once would have been housed within in a (relatively) simple, single entity are now spread across multiple corporations, trusts, partnerships, and more.

Corporations and Trust Companies and Partnerships- Oh, My: A Review of Family Wealth Management Structures (Part 1)

Christopher Uzpen – Withers Bergman LLPMarcy Hall – HUB International Personal InsuranceRobert Giurland – ACE Private Risk Services
Wednesday, March 4, 2009

Over the past 20 years, the use of corporate structures to protect families of means has grown exponentially. Family assets that once would have been housed within in a (relatively) simple, single entity are now spread across multiple corporations, trusts, partnerships, and more.