Family and Individuals
Assisting you in carrying out your wealth management and legacy planning goals at every stage of your life. Read more
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The Partner You Can Trust
With our flexible, open-architecture model, you can continue to work with the trusted, professional advisors that you have always relied upon.
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Collaborating with Advisors
PTC empowers financial advisors to attract and maintain high-value client relationships and manage assets across the full scope of each client’s wealth management and legacy planning needs.
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Replacing Complexity with Simplicity
Confidence comes from knowing you have a plan in place to provide for the management of your assets and to direct their use in accordance with your wishes.
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Planning Strategies
Find out why CPAs and attorneys rely on PTC to provide trust accounting services and assistance in implementing tax-efficient strategies for their individual, family office, and privately held business clients.
Professionals
Implementing customized solutions to address a broad range of complex needs to increase the scope of your practice. Read more
Financial Advisors
Enabling advisors to provide greater client value by offering trust services without losing control of client relationships. Read more
Our Competitive Advantage
We are dedicated to serving the families and individual clients of our trusted partners – financial advisors, institutions, attorneys, and tax and accounting professionals – by providing expertise across all aspects of trust administration. Learn more
Our Expertise
Whether you’re seeking help planning your own legacy, or assistance in carrying out the wishes of a loved one, The Private Trust Company, N.A. can help simplify the complexities associated with legacy planning and wealth management. Our unique model enables you to continue to partner with your preferred advisors as they help you pursue your important investment and estate planning goals.
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Why do I Need a Trust?
One of the most common misconceptions about trusts is that only the truly wealthy benefit from establishing a trust.
Is a Trust Right for Me?
A will can determine who may receive your assets outright, while a trust may disperse those assets over a more reasonable…
What is a Trust?
Trusts can provide a measure of comfort knowing that you have a plan in place to help provide for the safe and accountable…
How does a Trust Work?
There are two basic types of trusts: Revocable or Living Trust A revocable or living trust is a trust that you can change or…
What is the Role of a Trustee?
Many individuals choose to name a corporate trustee with the ability to serve as a regulated, impartial third-party...
Why Consider a Corporate Trustee?
Naming a professional trustee not only helps to eliminate potential conflicts of interest between family members, but...
Benefits of a Trust
A trust can ensure that funding is available for specific needs, such as education, health care or charitable interests. It provides...
