The ABCs of PTCs: A Private Trust Company Primer
As many families reevaluate their estate plans and fiduciary structures in the current environment, they often consider a private trust company (“PTC”). To assist in these discussions, we have created a PTC Primer, which can be found below or downloaded here. The Primer includes: an overview of PTCs and how they operate why PTCs may be […]
STEP Journal Feature: The Evolution of the US-Situs Private Trust Company
The COVID-19 pandemic is the latest in a series of global events that have resulted in a renewed sense of urgency around succession and legacy planning. Global families are increasingly focused on establishing governance structures that provide flexibility in an uncertain world. In a STEP Journal article (Issue 4, 2020), which can be found below […]