Private trust companies present a unique option for affluent families to utilize as part of their multigenerational wealth strategy. At each critical point, advisors and families must consider a variety of tax and non-tax factors to meet a family's objectives. Our speakers will cover the basics of private trust companies and the various facts to consider when it comes to formation, operation, and transition including ownership, jurisdiction, residency, regulations, choice of entity, trust agreements, other private trust company services, and much more.
Tune in to this upcoming webcast on Tuesday, December 12th.