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Family Office Exchange (FOX) Private Trust Company–Choosing the Right PTC Charter State

  • picture of Miles Padgett
    Miles Padgett

Miles Padgett presents Choosing the Right PTC Charter State to the 2022 FOX Private Trust Company Fundamentals Virtual Workshop on February 16, 2022 at 10:15 a.m.  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 why selection of jurisdiction for trust companies remains the most critical decision when deciding to pursue a PTC. He will discuss important elements of state law combined with state’s political and business environments in the analysis of jurisdiction. 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.