On August 12, 2015 Tricia Overdyke and Sarah Lustfield (Willow Street Group) and Domingo Such (Perkins Coie) presented a webinar titled: Regulatory Challenges for the PFTC in the FATCA/FINRA Era. This webinar was presented in conjunction with Family Office Exchange (FOX), a community of families and advisors committed to best practices in legacy wealth management.
This discussion of current and emerging Private Family Trust Company (PFTC) regulations delved into compliance timelines and the impact on reporting requirements, investment decisions for non-U.S. funds and privacy. Panelists helped demystify the regulations using case studies to demonstrate the benefits of PFTC’s; they also identified effects on workload and what administrators can do to comply efficiently with regulations but without placing undue burden on clients.
To replay the webinar: PFTC Challenges Webinar