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Trust and Company
The Role of a Private Trust Company

The Role of a Private Trust Company

by | Apr 5, 2023 |

By Boston Multi Family Office In general terms, a Private Trust Company (“PTC”) is a special purpose vehicle established to act as trustee of a family trust or several related trusts. The board of directors of the PTC controls it and as such can direct the fiduciary...

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The Balancing Act

The Balancing Act

by | Feb 28, 2022 |

What to expect from the family trust. “Trusts has no value to Millennials and Gen X.  For them it has become an obstacle to their wealth and they don’t understand why they can’t have it now.”  That was a statement by a client that prompted me to consider the...

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