Overview
Elise J. McGee is speaking at the 2024 Family Office Exchange (FOX) Private Trust Company Workshop on Thursday, January 25. This virtual program brings together leading experts and private trust company (PTC) executives to share their experience and insight about the PTC’s special role in the family enterprise. Elise will join the session “Navigating PTC Compliance ‘Requirements’” to discuss necessary compliance boundaries and how to implement and execute them efficiently. The session will address both the regulatory and legal requirements in addition to “nice-to-haves”.