Trust Services

The Private Trust Company, N.A.  

There are many instances when an individual or family may want the services of a professional, independent trust company. A trust provides protection for family members who may be unaccustomed to dealing with financial matters. It can offer protection of assets in case of divorce or other litigation. A trust can assure that funding is available for specific needs, such as education, health care or charitable interests. A trust provides a framework in which money is managed in a predictable fashion, by people you choose, according to standards you set. A trust creates gidelines for current and future distributions that reflect your wishes. A trust may also have substantial tax benefits and provide an expedient method to transfer assets.

We are able to offer our clients trust services through the Private Trust Company, N.A. ("PTC"), a wholly owned subsidiary of LPL Holding Company. PTC is a nationally chartered bank authorized to provide trust services in all fifty states and the District of Columbia.  PTC currently serves in a fiduciary capacity for over $25 billion in assets and is insured by the Chubb Group of Insurance Companies through a fiduciary bond of up to $15 million per occurrence.

 PTC is structured to allow our clients to continue to utilize our expertise as their trusted financial advisor, while providing high-quality, personalized trust administrative services. This structure benefits our clients as they will continue to receive unbiased investment recommendations, greater continuity with their investments and superior service, both now and through the next generation.   

Join Our Trust Attorney Database

The purpose of our Trust Attorney Database is to provide the name and contact information of qualified estate planning attorneys to financial advisors in their areas. There is no charge to be admitted into the database

To join our attorney database, please call The Private Trust Company at (800)877-7210, ext. 7990 and request an attorney information form.