Skip navigation
cundiff219

A Retail Trust Company Model for the Multi-Family Office

This may offer an efficient, long-term solution.
Resources

Key family office personnel often serve as fiduciaries of family trusts and business structures, exposing them to significant personal liability while providing a workable, though limited, fiduciary solution to those families. This arrangement is common in single family offices (SFOs), but SFOs have a fiduciary alternative—a private trust company (PTC). Unfortunately, as a result of burdensome Securities and Exchange Commission (SEC) regulations, a single PTC isn’t an option for

All access premium subscription

Please Log in if you are currently a Trusts & Estates subscriber.


If you are interested in becoming a subscriber with unlimited article access, please select Subscription Options below.


Questions about your account or how to access content?


Contact: [email protected]

Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish