Kea Molnar Earns STEP Certificate in Int’l Trust Management with Distinction
We are pleased to announce the recent exam achievement of Kea Molnar, who earned the Certificate in International Trust Management with Distinction from STEP (the Society of Trust and Estate Practitioners). As Director, Client Strategy, Kea leads marketing and branding, new client relationships, and partnership development. She serves on investment committees for clients’ private family […]
Chartered PTC Considerations and Processes
Wyoming is one of two states that permits both chartered, or regulated, and unchartered, or unregulated, private family trust companies (PTCs). The third installment in our PTC Leading Practices series, created to help families and their advisors consider key elements of PTC formation and maintenance, reviews key considerations and processes related to Wyoming chartered PTCs […]