Jan 09 2018
From a historical perspective, the private family trust company (or PFTC) is a relatively recent structure employed by successful, strategically-oriented families. Those who...
Nine Reasons to Start a Private Family Trust Company
Jan 09 2018
What is a Private Family Trust Company?
A private family trust company (PFTC) is a state-chartered entity designed to provide fiduciary services to members of a family. PFTC...
Cybersecurity Tips from a 30-year Veteran of the FBI
Dec 15 2017
Cybersecurity is a topic of great concern among our members as many face the challenge of keeping family members and their financial information safe. Scott Augenbaum, a 30-...
Dec 01 2017
Is it ever worthwhile to accept concessionary investment returns?
If your foundation’s aim is to achieve not just personal financial gain but also a specific positive social...
Seeing the Forest and the Trees: Defining Your Family Legacy
Nov 30 2017
When I was in third grade, my teacher brought in some maple tree saplings as part of a science lesson. We were shown two possible places to plant these saplings; one spot was...
MRI: Making Mission More Than a Statement
Oct 27 2017
“To thine own self be true,” William Shakespeare famously wrote. The same could be said of organizations, many of which tirelessly work to ensure that they uphold the...
Treasury to Withdraw Proposed Regulations Restricting or Eliminating Valuation Discounts
Oct 17 2017
The U.S. Department of the Treasury plans to withdraw proposed regulations issued in August 2016 that would have narrowed or eliminated taxpayers’ ability to claim valuation...
Sustaining Trust and Navigating Conflict in Your Family Business
Oct 11 2017
You’ve worked so hard to make your family business a success, but eroding trust and simmering conflict threaten to derail the progress you’ve made. Is that a sign that your...
Protecting your Children in Cyberspace
Oct 04 2017
Even highly responsible children can compound cyber risk to the entire household. They are more trusting than adults. They inadvertently engage with cyber thieves in gaming...
Improving the Visibility of Entrepreneurs
Oct 04 2017
Paramount to every enterprise is a healthy, abundant supply chain. Regardless of the end product, the quality and quantity of the raw materials will dictate the quality of...