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