Private Wealth Partner Abby Feinman will present "When and Why to Consider a Private Trust Company" at 11:45 a.m. on Wednesday, February 25, during the IPI Winter Investment and Family Office Forum. The presentation will cover the role of private trust companies (PTCs) in modern family governance and wealth planning, discussing common structures, strategic considerations, and practical use cases, offering ultra-affluent families a clearer understanding of when a PTC may be appropriate and how it can support long-term objectives around control, continuity and oversight.
Learn more about the IPI Winter Investment and Family Office Forum.
Event Location
Regent Santa Monica
1700 Ocean Avenue
Santa Monica, CA
90401
Los Angeles
