PTC Leading Practices: Operations and Administration
Willow Street has created a Private Trust Company (PTC) Leading Practices series to help families and their advisors consider key elements of PTC formation and maintenance derived from our experience in providing private trust company advisory, governance, and operations services. The first installment in the series addressed the critical long-term success factors designing a PTC governance […]
Updates from the 2021 Wyoming Legislative Session
April 14, 2021 — With the close of the 2021 Wyoming legislative session last week, we are sharing updates related to the Wyoming trust and wealth planning industry. Willow Street worked with other stakeholders and industry thought leaders in support of several of the amendments summarized below. HB0104 makes several updates to the Wyoming Uniform […]
PTC Leading Practices: Designing a Governance Structure
One of Willow Street’s two operating companies, Willow Street Group, LLC, specializes in private trust company (PTC) advisory, governance, and operations. As such, we have created a PTC Leading Practices series to help families and their advisors think through key elements of establishing and maintaining a PTC. The first installment in the series addresses designing […]