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Family Office Exchange (FOX) Private Trust Company-Changing Course Mid-Stream in a PTC

  • picture of Miles Padgett
    Miles Padgett

Miles Padgett presents Changing Course Mid-Stream in a PTC to the 2023 FOX Private Trust Company Virtual Workshop on January 26, 2023.  This workshop brings together leading experts and PTC executives to share their experience and insight about the PTC’s special role in the family enterprise.  Miles’ presentation will focus on a few methods of changing strategy with regard to PTC operations, governance, and compliance, and to identify, if possible, how clients (and their advisors) can anticipate and plan for adjustments. This presentation provides an overview for families currently forming or considering forming a Private Trust Company as well as family members and qualified trustees who want to better understand their PTC structure.