News & Resources

In the News

PTC Ranked Top Choice for Tenth Year in a Row by Trust Advisor Magazine

In addition to being the largest of the trust companies on Trust Advisor’s survey, PTC has consistently proven to be a top choice of advisors when selecting a trust company.

Resources

document-iconPTC Trust Settlement Guide

A Roadmap for Working with Your LPL Financial Advisor and The Private Trust Company

 

document-iconPTC Client Brochure

Simplified Trust Solutions

 

document-iconPTC Trusteed IRA Brochure

Account Preservation for the Next Generations

 

document-iconPTC Charitable Remainder Trusts

Understanding the common structure, varieties, and benefits of charitable remainder trusts (CRT)