Modern Family Offices and Private Trust Companies: A Creative Use of Purpose Trusts
About this episode
This episode discusses modern family offices, private trust companies, and purpose trusts, focusing on governance, tax considerations, and legacy planning strategies for ultra-high-net-worth families.
Modern family offices, private trust companies, and purpose trusts: governance, tax considerations, and legacy planning strategies for ultra-high-net-worth families. The American College of Trust and Estate Counsel , ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this podcast.
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