The deal for the $34 billion wealth firm comes as PE-backed deals set a new annual record, while the SEC puts a spotlight on ...

Private-equity firm GTCR said Wednesday that it would acquire Fiduciary Trust Company, a Boston-based private wealth manager ...

GTCR has agreed to acquire Fiduciary Trust Company, a Boston-based private wealth manager and trust company. No financial ...

Private trust companies are state-chartered organizations that provide fiduciary services to members of a family. It can only do business with the family, not outsiders. They are a unique option ...

If I own or manage a private trust company (PTC), what insurance do I need? This is a great question and, as in many situations, the answer is that it depends. It depends on whether a public trust ...

Many high-net-worth individuals and families use a private trust company (PTC) when looking to structure their family wealth. Given that settlors of trusts are sometimes reluctant to relinquish ...

MIAMI & TORONTO--(BUSINESS WIRE)--CI Private Wealth US, LLC (“CIPW”), a subsidiary of CI Financial Corp. (“CI”) (TSX: CIX, NYSE: CIXX), announced today that it has applied for a charter to establish ...

MIAMI--(BUSINESS WIRE)--CI Private Wealth, LLC (“CIPW”), a subsidiary of CI Financial Corp. (TSX: CIX), announces the launch of CIPW Trust, LLC (“CIPW Trust”), a South Dakota chartered trust company.

Jim Hojnacki joins CPTCo as Managing Director & COO. He is responsible for participation in the management activities of CPTCo and business development. Jim began his career in public accounting at ...