“Private Family Trust Companies: What? Why? How?”
Private family trust companies (PTCs) are business entities established by families to serve as the trustee for their trusts in furtherance of family, financial, and planning goals.
We are excited to extend a personal invitation to an exclusive webcast that promises to unravel the transformative power of Private Family Trust Companies (PTCs) in the realm of family wealth management.
They can be an efficient and effective way to integrate a family enterprise and optimize governance, involving family members and their trusted advisors. PTCs allow families to:
- Manage complex assets, such as operating businesses and real property,
- Maintain control over the management and administration of their assets,
- Engage rising generations through the governance structure,
- Streamline succession planning, as the PTC enjoys a perpetual lifespan,
- Improve communications and family dynamics
Meet Our Experts:
- Scott Weaver: As Willow Street’s general counsel and chief fiduciary officer, Scott participates in the overall management of the firm on the Board of Directors and advises the firm on legal matters.
- Kea Molnar: As a managing director, Kea leads new client relationships as families and their advisors begin their engagement with Willow Street.
In this webcast, Scott Weaver and Kea Molnar from Jackson, Wyoming-based Willow Street, which specializes in advisory, governance, and operations for Wyoming PTCs, will share an introduction to PTCs, common PTC structures, and case study examples of how family enterprise families have benefitted from establishing PTCs. Willow Street is a sister company to Pathstone, an independent wealth management firm serving multigenerational families with complex needs.
Your input will make a lasting impact on the advocacy for family businesses.
Pathstone is an independently owned and operated wealth management firm serving multigenerational families with complex needs, single-family offices, and foundations and endowments. Our comprehensive range of services and deep expertise goes far beyond investment management. Every client has different values, goals, and objectives. No two paths are the same. Our expansive capabilities and personal, in-depth approach enable us to customize our solutions and leverage best practices to accommodate each of our client’s unique needs. It’s what makes us Pathstone – The Family Office.
We hope you’ve enjoyed this article. While you’re here, we have a small favor to ask…
As we prepare for what promises to be a pivotal year for America, we’re asking you to consider becoming a supporter.
The need for fact-based reporting of issues important to family offices and successful individuals and protecting a lifetime of savings has never been greater. Now more than ever, family offices and successful individuals are under fire. That’s why Policy and Taxation Group is passionately working to increase the awareness of issues important to family offices and successful individuals, while continuing to strengthen our presence on Capitol Hill.
Since 1995, Policy and Taxation Group has been the leading advocacy group working to reduce and eliminate estate tax, gift tax, and generation skipping transfer tax while blocking increased income tax and capital gains taxes, the creation of a wealth tax, and other hostile tax policies that punish hardworking taxpayers and success.
#incometax #taxseason #federaltaxpolicy #taxation #EstateTax #Deathtax #wealthtax #taxLegislation #CongressionalCaucus #CapitalGainsTax #incometaxrates #incometaxseason #taxrefund #taxreturn #incometaxreturn #gifttax #Generationskippingtax #InheritanceTax #repealestatetax #FamilyBusiness #promotefamilybusinesses #familyowned #supportlocalbusiness #womeninbusiness #AdvocatingForFamilyBusinesses #Generationallyowned #Multigenerationalbusiness @FamilyEnterpriseUSA @PolicyAndTaxationGroup @DitchTheEstateTax #FamilyEnterpriseUSA #PolicyAndTaxationGroup #DitchTheEstateTax