FFI Practitioner: December 10, 2025 cover

Investment Committees for Private Trust Companies: Options, Obligations, and Opportunity

WEEKLY EDITION • December 10, 2025

Thank you to William J. Kambas and Linda B. Meade for today’s edition, the fourth of a periodic series of issues dedicated to topics related to private trust companies. This article discusses investment committees (ICs) and investment policy statements (IPSs) as tools for managing client families’ investments.

Topics

FFI Global Conference

Join practitioners, researchers, educators and family enterprise members at the premier event in the field.

Publish in FFI Practitioner

Reach more than 7000 readers weekly with articles relevant to advisors and family enterprise members worldwide.