An Overview of Private Trust Companies

Cadwalader's Robert Lawrence, Dean Berry and Osvaldo Garcia will participate in a virtual panel that discusses private trust companies.

The virtual panel, hosted by Christopher S. Moore, President, CSM Capital, will provide essential background for families exploring a private trust company. Topics include:

  • What is a private trust company?
  • When and why should a family consider establishing one?
  • What is the typical structure and how does one set one up?
  • Pros and cons of a private trust company
  • Offshore versus onshore considerations
  • Costs, tax issues, and risks