Family and Individuals

Assisting you in carrying out your wealth management and legacy planning goals at every stage of your life. Read more


 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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