Family Offices

PTC brings a high caliber and experienced team, providing customized Family Office and wealth solutions for the specialized needs of:



  • 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.