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 the success and continuity of global families. For the agenda, please click:  https://www.familyoffice.com/learning-events/forums/2015-fox-fall-forum-agenda-0

Commonwealth Trust Company’s Director of Business Development, David R. Riebe, will be in attendance. He looks forward to speaking with you about how CTC’s open architecture allows for ease of trust administration for family offices. Conversely, you may contact our Business Development Group directly to discuss how we can educate you regarding the use of Delaware Trusts.

Commonwealth Trust Company is Delaware’s premier independent boutique trust company for ultra-high-net-worth individuals, closely-held businesses, domestic and international investors as well as their advisers.

Since its inception in 1931, Commonwealth Trust Company has served as a highly specialized team of experts providing sophisticated, professional trust administration solutions. We work in unison with a client’s existing team of advisers, offering open architecture trust administration in a manner that maintains high quality, efficient and responsive service. Having been in the business of Delaware trust administration for more than 80 years, Commonwealth Trust Company has a unique depth of experience and as well as deep roots in the State of Delaware. Both the shareholders and members of our management team are committed to remaining actively involved in the Delaware legal, tax, and philanthropic communities. In addition, our Board of Directors is comprised of a diverse group of trust professionals, tax professionals, and both domestic and international business professionals.

Commonwealth Trust Company is pleased to provide this article as a guide. Commonwealth Trust Company is not engaged in the practice of law and is not providing legal advice by the provision of these materials. Commonwealth Trust Company recommends that clients seek the opinion of their attorney regarding the specific legal and tax issues addressed in this article.