Tricia Overdyke, Vice President of Willow Street Financial Services, spoke at Opal Group’s Canadian Family Office & Private Wealth Management Forum, held in Toronto, Canada, on January 21st-22nd, 2014. Ms Overdyke participated in a panel discussion led by Greycourt & Co, Inc. “Navigating the Challenges of the Trustee/Beneficiary Relationship”. Ms Overdyke spoke regarding the use of Private Trust Companies as a tool to act as trustee for high net worth families.
According to Ms Overdyke, “Opal Group conferences are excellent forums to share and learn best practices for family offices. With a largely Canadian audience, the conference represented a great opportunity to discuss the benefits of Woyming situs as well as the use of Private Trust Companies for U.S. beneficiaries.”
Opal Financial Group produces leading institutional investment conferences for high net worth individuals and their advisors.