In the News
PTC Ranked Top Choice for Fifth 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.
LPL Magazine, Winter 2016: Become the Key to Your Clients’ Wealth Preservation Plan
How to use LPL’s help to leave no opportunity behind
LPL Magazine, Spring 2015: A Plan You Can Trust – Protection Now Can Help
Keep your assets out of the wrong hands.
Resources
PTC Trust Settlement Guide
A Roadmap for Working with Your LPL Financial Advisor and The Private Trust Company
PTC Client Brochure
Simplified Trust Solutions
PTC Trusteed IRA Brochure
Account Preservation for the Next Generations
PTC Charitable Remainder Trusts
Understanding the common structure, varieties, and benefits of charitable remainder trusts (CRT)