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 that includes:

  • an overview of PTCs and how they operate
  • why PTCs may be preferable to the traditional trustee model
  • a diagram of a common PTC structure and Willow Street roles
  • the role and responsibilities of a PTC Board
  • the role and responsibilities of a PTC Secretary
  • elements of Wyoming situs

We hope this is helpful for you and your client families, and welcome the opportunity for further discussions about PTCs and other Wyoming-based fiduciary solutions.

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