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Explore the What, Why, and How of Private Family Trust Companies - Pat Soldano

Register Now for the December 6 Webcast:

“Private Family Trust Companies: What? Why? How?”

 

Why Attend?

Private family trust companies (PTCs) are business entities established by families to serve as the trustee for their trusts in furtherance of family, financial, and planning goals.

 

We are excited to extend a personal invitation to an exclusive webcast that promises to unravel the transformative power of Private Family Trust Companies (PTCs) in the realm of family wealth management.

 

They can be an efficient and effective way to integrate a family enterprise and optimize governance, involving family members and their trusted advisors. PTCs allow families to:

  • Manage complex assets, such as operating businesses and real property,
  • Maintain control over the management and administration of their assets,
  • Engage rising generations through the governance structure,
  • Streamline succession planning, as the PTC enjoys a perpetual lifespan,
  • Improve communications and family dynamics

Meet Our Experts:

  • Scott Weaver: As Willow Street’s general counsel and chief fiduciary officer, Scott participates in the overall management of the firm on the Board of Directors and advises the firm on legal matters.
  • Kea Molnar: As a managing director, Kea leads new client relationships as families and their advisors begin their engagement with Willow Street.

In this webcast, Scott Weaver and Kea Molnar from Jackson, Wyoming-based Willow Street, which specializes in advisory, governance, and operations for Wyoming PTCs, will share an introduction to PTCs, common PTC structures, and case study examples of how family enterprise families have benefitted from establishing PTCs. Willow Street is a sister company to Pathstone, an independent wealth management firm serving multigenerational families with complex needs.

Secure your spot for this illuminating webcast by clicking the link below. Don’t miss the opportunity to explore the world of PTCs with industry experts and discover how these entities can be a game-changer for your family’s financial future.

About Pathstone
Pathstone is an independently owned and operated wealth management firm serving multigenerational families with complex needs, single-family offices, and foundations and endowments. Our comprehensive range of services and deep expertise goes far beyond investment management. Every client has different values, goals, and objectives. No two paths are the same. Our expansive capabilities and personal, in-depth approach enable us to customize our solutions and leverage best practices to accommodate each of our client’s unique needs. It’s what makes us Pathstone – The Family Office.

We hope you’ve enjoyed this article. While you’re here, we have a small favor to ask…

As we prepare for what promises to be a pivotal year for America, we’re asking you to consider becoming a member.

The need for fact-based reporting of issues important to multi generational businesses and protecting a lifetime of savings has never been greater. Now more than ever, multi generational businesses and family businesses are under fire. That’s why Family Enterprise USA is passionately working to increase the awareness of issues important to generationally-owned family businesses built on hard work, while continuing to strengthen our presence on Capitol Hill. The issues we fight for or against with Congress in Washington DC include high income tax rates , possible elimination of valuation discounts, increase in capital gains tax , enactment of a wealth tax , and the continued burden of the gift tax , estate tax and generation skipping tax .


Family Enterprise USA promotes generationally owned family business creation, growth, viability, and sustainability by advocating for family businesses and their lifetime of savings with Congress in Washington DC.  Since 2007, Family Enterprise USA has represented and celebrated all sizes, professions and industries of family-owned enterprises and multi-generational employers. It is a bi-partisan 501.c3 organization. Family foundations can donate.


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Family Enterprise USA is the organization that represents all family businesses on a national level in DC; it is not unique to any industry. Family Enterprise USA is different from other organizations because it represents and advocates for the families of family businesses and the issues, they face running their businesses every day. Our sole mission and purpose is to promote family businesses and their job growth in America. We also support the work of Family Business Centers across the country. We hope your family will choose to be a member of Family Enterprise USA.