Partnering with PTC
The Private Trust Company partners with you and the professional advisors you rely upon to assist you in carrying out your wealth management and legacy planning goals at every stage of your life. While your financial advisor generally cannot serve as your trustee, with our unique model, your financial advisor can continue to provide advice and manage trust assets, allowing you to benefit from checks and balances and a consistent approach across your wealth management and investment strategies.
How The Private Trust Company Model Benefits You
- PTC provides you with continuity in working with the trusted advisors you rely upon to place your interests first
- Offers consistency across your wealth management and investment strategies, both within and outside of a trust
- As a corporate trustee, we carry out our fiduciary responsibilities in an impartial manner with a focus on accomplishing the objectives of your trust as stated in your trust agreement
- We seek to provide unparalleled service to you and your professional advisors, providing you and your advisors with access to our broad resources and experienced Trust Officers adept in all aspects of trust administration services
Why Choose Us
How can the PTC model benefit you?
01
Continuity
We provide you with continuity in working with the trusted advisors you rely upon to place your interests first
02
Impartiality
As a corporate trustee, we carry out our fiduciary responsibilities in an impartial manner with a focus on accomplishing the objectives of your trust as stated in your trust agreement
03
Consistency
We offer consistency across your wealth management and investment strategies, both within and outside of a trust
Key Questions
Asked by Families & Individuals
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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...
Preserve Your Legacy With Confidence
Discover how our trust services can safeguard your wealth and ensure your family’s financial security for generations to come.
