Name
Prioritizing PTCs
Date & Time
Thursday, February 5, 2026, 12:20 PM - 1:20 PM
Description

PTCs seem to be a hot topic again and a whole host of issues crop up especially where family members or trusted friends are added to the board of the PTC or when there might be a change in focus or direction once the patriarch or matriarch has passed on.  A session about why PTCs are of increasing interest (families wanting increased control and privacy), how they can give rise to conflict (especially if you have someone on the board who is not, by design, independent or when family members fall out), and also how (successfully managed and restructured) they can still be a great tool in a family office structures and assist in family leadership succession. They are being weaponised - how do different jurisdictions deal with them?