PTC brings a high caliber and experienced team, providing customized Family Office and wealth solutions for the specialized needs of:
Family Offices
- High net worth and ultra high net worth families
- Privately held and family businesses
- Family foundations
Together with your professional advisors, our senior Trust Officers can provide solutions to your unique challenges, supporting your organization with the high quality service you expect from a leader in trust administration services. In addition to our traditional trust administration and oversight of investment management, PTC’s family office services assist families by assuming much of the day-to-day management of a family’s affairs including discussing your tax planning, estate planning and philanthropic planning, bill paying, family member financial education, and family governance.
Contact Us to learn more about working with PTC.