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This content is made possible by the support of our sponsor,
Pathstone – The Family Office.
Private family trust companies (PTCs) are an increasingly preferred fiduciary solution for family enterprise families.
PTCs allow families to efficiently manage complexity, maintain control, streamline succession planning, engage family members, manage risk and privacy concerns, and may involve both voting and non-voting family members — all in furtherance of family, financial, and planning goals.
Some states, including Wyoming, have authorized PTCs to serve as trustee to a family, which is broadly defined to include multiple generations and branches of an individual family. Willow Street is a Jackson, Wyoming-based trust and fiduciary services provider that specializes in advisory, governance, and operations for Wyoming PTCs. We are a sister company to Pathstone, an independent wealth management firm serving multigenerational families with complex needs. Our PTC Primer is an educational piece that reviews why families may choose to form a PTC, a common PTC structure, and the roles and responsibilities of key parties to the PTC. We are pleased to host a Family Enterprise USA webinar on December 6 focused on PTCs for family enterprise families, for which this piece will be useful framing.
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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