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No financial institution charter ever devised provides a greater level of involvement by its customers in its management or a greater range of services it’s empowered to deliver than the private family trust company (PFTC) as it stands today. That charter, and the trust laws it’s designed to take advantage of, are the conscious result of 24 years of work by a large number of dedicated people to integrate the hopes and aspirations of wealthy families for their futures with the legal environments governing their wealth, especially their wealth held in trusts.
Those family visions are wide ranging and multidimensional, covering multiple branches and generations. They address keeping the family together for generations if possible and build...
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