The Entole™ Enabled Private Family Trust Company (PFTC)

A Bespoke Fiduciary Solution to Achieve a Competitive Advantage through Enduring Professional Collaboration

ORANGE COUNTY VIRTUAL CHAPTER EVENT

The Entole™ enabled Private Family Trust Company (PFTC) - A Bespoke Fiduciary Solution to Achieve a Competitive Advantage through Enduring Professional Collaboration


Participants within the Family Office industry understand that there is a bewildering array of best practices that apply to their endeavors.  The stumbling block for many is the difficult time they have in establishing, gaining adoption, and managing those best practices.  These difficulties are then compounded because many of these best practices require ongoing inputs from the Family Office Team members, as well as third-party service providers and the Family members themselves.  Join Matthew to understand a way to help your family businesses gain “command” of the fiduciary role and reduce technical complexity with built-in best practices that deliver and measure Family Office operational success.

 

Learning Objectives:

  • What is Competitive Advantage and how is it achieved through professional collaboration?
  • What is a PFTC and how is it distinguished from other fiduciary solutions?
  • How Entole™ digitally transforms a PFTC to serve as a vehicle to protect and preserve the legacy and values of Ultra Affluent and Super Rich families
  • How Entole™ digitally transforms the so called “virtual family office” into an actual family office by enabling enduring professional collaboration

 

About the Presenter:

Learn from industry expert Matthew Grupp, Esq., Managing Attorney of the Grupp Law Firm LLC.

Meet the Presenter

 

This event is free to attend! Thank you to our Sponsors:


 

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIOrangeCounty.org.

About the Presenter


Matthew Grupp, Esq.

Matthew Grupp, Esq.

Managing attorney of the Grupp Law Firm LLC.

Meet Matthew Grupp, Esq.

Matthew Grupp is the managing attorney of the Grupp Law Firm LLC. He helps families of substantial net worth successfully protect and manage their wealth through comprehensive and integrated legal, tax, wealth strategies, and family governance programs. His experience and training allows him to help his clients protect their families by successfully navigating the added complexity wealth introduces into their lives.

Grupp’s practice model encourages a high degree of collaboration with his clients, their family members, and their other trusted legal, tax, and investment advisors to design and administer comprehensive and integrated wealth strategies and family governance programs to preserve, protect, and promote family legacies and to promote charities of his client’s choosing.

The firm’s main office is located in Jackson, Wyoming, with a second office in Post Falls, Idaho.


Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE Hour

One (1) CEPA Credit

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact the Exit Planning Institute (EPI).