Have you been resistant to wealth transfer planning because you don't want to surrender control over your business, concentrated positions or non-traditional assets? Many families struggle with this transition and how to identify trustee solutions around succession planning, insulation from liability, optimized risk management and multijurisdictional structures and strategies.
Whether you are a private trust company (PTC) newcomer or veteran, join the Deal and Personal Investing Networks for an introduction to the world of PTCs with an accessible discussion and Q&A session tailored for those looking to learn more.
Tim Brown (YPO Jackson Hole, YPO Gold Arizona) and Brian Pohl (YPO Gold Europe At Large) will moderate the discussion with panelists Chris Hawks, Founder of Hawks and Associates, Kim Grover, Senior Manager at Clermont Trust in Switzerland, Scott Weaver, General Counsel and Chief Fiduciary Officer at Willow Street Trust Company, and Dane Harbaugh, Board Member at Bear Creek Incorporated. This expert panel of resources will address how to increase control of your business and assets, implement administrative efficiencies and economies of scale, and maintain alignment of investment mandate with family goals.
Learn about private trusts and if you can benefit from one.
Explore common questions on structuring and size of assets under management (AUM).
Discuss the pros and cons of private and public trust companies.
Gain an understanding of when it makes sense to switch from a public trust company to a private trust company.