The Family Office Exchange (FOX) hosted a virtual event entitled Family Office Exchange: 2025 FOX Private Trust Company Workshop from January 28-30. This workshop brought together leading experts and PTC executives to share their experiences and insights about the Private Trust Company’s (PTC) special role in the family enterprise.

McDermott partner, Elise McGee, spoke at the following session:

The Future of the Private Trust Company
PTCs have been evolving over time, as the industry and states react to protect trusts and beneficiaries, serve constituents, and compete for trust business. This session discussed what they are watching and what’s next for PTCs. We reviewed factors currently impacting the PTC industry, and current focus areas for state legislatures and regulatory agencies.