Fox Fall Forum October 21-23, Chicago, IL

The FOX Fall Forum will be held on October 21-23, 2015 at the JW Marriott in Chicago, IL. This particular event brings together family office executives, family members, and leading advisors serving the ultra-wealthy community to discuss topics that are critical to...

Foundations of Delaware Trusts

A new series of educational programs was recently offered by the Delaware Bankers Association Financial Education Alliance known as the Foundations of Delaware Trusts. Our President, Cindy Brown, Our Vice President of Legal Affairs, Matt Rosin, as well as our Vice...

The Basics of BDITs

A Beneficiary Defective Inheritance Trust (“BDIT”) is an irrevocable trust that freezes the value of assets for gift and estate tax purposes when such assets are sold to the trust by a beneficiary (“beneficiary-seller”), who has the added benefit of being eligible to...

AFHE 2015 Summer Conference

Our Director of Business Development, Dave Riebe, will be attending the Attorneys for Family-Held Enterprises ("AFHE") Summer Conference on June 17, 2015. Click the following link for the meeting agenda:  05.26.15 Summer Conference Meeting Agenda. AFHE is an...

6th Annual STEP Miami Summit

Commonwealth Trust Company is a proud sponsor of the 6th Annual STEP Miami Summit which is being held in Miami Florida later this week at The Conrad Miami Hotel (May 28-29, 2015).  We encourage you to attend the programs and network with our Director of Business...