Trusts are not simply one aspect of our business. They’re our sole business.
We don’t try to be all things to all people. We have one area of expertise- helping families implement their estate plans and carry out your financial wishes. We do this in a unique way- by engaging the team of advisors with whom you already have relationships.
PTC serves in an administrative corporate trustee role and makes sure that trusts are managed and distributions occur according to the terms of the trust document. PTC also serves in an administrative corporate trustee role for all record keeping, accounting, and tax preparation services for trusts.
PTC does not provide day-to-day investment management for trust assets. Instead, PTC enables clients to maintain their relationship with their financial advisors for investment management.
Carrying out your wishes regarding the use of assets in the trust
Trust Settlement Services
Settling an estate through a trust in addition to or in place of a will
Agent for Individual Trustee
Individual trustees can retain complete control over a trust and simply outsource many administrative duties to PTC
The Private Trust Company can provide comprehensive trustee and financial services for high net worth families
Identifying and taking title to the trust’s assets, keeping accurate records, and reporting to the current trustee or beneficiaries, executing and settling all transactions