Designing the Modern Single-Family Office: Classic Structure vs. Profits Interest

Designing the Modern Single-Family Office: Classic Structure vs. Profits Interest

Author: The American College of Trust and Estate Counsel | ACTEC June 2, 2026 Duration: 11:05

Learn how modern single-family offices are structured, including classic and profits interest models, tax efficiency, governance, and investment management.

The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this podcast.


Each week, ACTEC Trust & Estate Talk brings a direct line to the forefront of wealth planning law and policy. This isn't abstract theory; it's grounded, practical discussion drawn from the deep expertise of The American College of Trust and Estate Counsel, a national association of roughly 2,400 peer-elected lawyers and law professors. You'll hear these leading professionals unpack the complexities of estate planning, probate, and trust law, translating dense subjects into clear, actionable insights. The conversations in this podcast focus on the evolving landscape that affects both practitioners and their clients, from legislative shifts and tax implications to nuanced ethical considerations and family dynamics. It’s a resource for staying current and refining your approach, offering a blend of strategic commentary and best-practice advice you can apply directly. Tune in for a thoughtful examination of the field, where each episode aims to deepen your understanding of the critical issues shaping trust and estate counsel today.
Author: Language: English Episodes: 50

ACTEC Trust & Estate Talk
Podcast Episodes
Trust Funding Options [not-audio_url] [/not-audio_url]

Duration: 7:57
Learn how fractional and pecuniary trust funding formulas impact taxes, asset allocation, and estate planning outcomes for beneficiaries. The American College of Trust and Estate Counsel, ACTEC, is a professional society…
Providing Charitable Assistance to Survivors of a Disaster [not-audio_url] [/not-audio_url]

Duration: 10:22
Learn how charitable organizations provide disaster relief, including 501(c)(3) rules, fiscal sponsorship, and compliance requirements for aiding survivors. The American College of Trust and Estate Counsel, ACTEC, is a p…
Disaster Preparedness for Trust and Estate Planning [not-audio_url] [/not-audio_url]

Duration: 12:24
When disaster strikes, preparation matters. Based on real-life lessons from the 2025 Eaton Fire, this episode of ACTEC Trust and Estate Talk shares practical strategies to help clients prepare for, navigate, and recover…
Hiring the Next Generation of Trust and Estate Attorneys [not-audio_url] [/not-audio_url]

Duration: 12:43
Learn how law firms can recruit, train, and mentor the next generation of trust and estate attorneys to address the growing shortage in the estate planning profession. The American College of Trust and Estate Counsel, AC…
How Cultural Awareness Improves Estate Planning Outcomes [not-audio_url] [/not-audio_url]

Duration: 9:29
How cultural awareness improves estate planning outcomes, with insights on the racial wealth gap and strategies for more effective, inclusive client guidance. The American College of Trust and Estate Counsel, ACTEC, is a…