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Avoid Private Trust Company Pitfalls

Focus on managing both wealth and risk.

Many factors influence whether and the extent to which a family’s prosperity thrives over multiple generations. Increasingly, wealthy families are establishing their own private trust companies (PTCs) in an effort to preserve and grow their families’ collective wealth for future generations. The primary purpose of a PTC is to establish a family-controlled structure to oversee investment of the family’s assets, administration and distribution of its trusts and all related

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