At The Private Trust Company, we value the expertise and trust you bring to your clients. We partner closely with financial advisors, attorneys, and tax professionals like you to ensure that your clients receive tailored solutions that address their unique financial and legal needs. Together, we can offer a holistic and strategic approach, enhancing the value and security of your clients’ assets.
Financial Advisors
PTC makes it easy for you to attract more high-value client relationships and expand your wealth management offering to include institutional-level trust services:
- PTC complements and strengthens your existing service offering, enabling you to add institutional trust services without losing control of client relationships, investment strategies or the ability to continue managing client assets
- Advisors are provided centralized access to the full range of trust services through dedicated PTC Business Development Officers and Trust Officers experienced in guiding advisors and their clients through the selection, establishment and administration of trust services
- PTC enables clients to maintain their relationship with their financial advisors for investment management
Learn more about how we can help you serve a broader range of client needs while attracting more high value relationships.
Attorneys
The Private Trust Company supports attorneys drafting trust documents for clients by consulting with the attorney and other related parties on required provisions for inclusion into the trust document. While PTC does not engage in the practice of law and is not practicing legal advice, we do offer template trust documents to support estate planning attorneys drafting a variety of trusts, different trust provisions, and drafting memos. Prior to leveraging these documents, please contact your attorney for help.
Often time, we refer business to the attorneys that are partnering with us and have joined our Trust Attorney Database, which is a managed record of names and contact information of qualified estate planning attorneys across the different geographical areas of the US. Admittance to the database is free. If interested in learning more, please contact us.
Tax Professionals
The Private Trust Company enables tax professionals to increase the scope of their practice while deepening client relationships. We bring extensive experience working closely with CPAs, tax professionals and accountants to provide administrative, asset management and custody services to individual, family, business, and institutional clients.
PTC Trust Officers are equipped to handle a broad range of responsibilities associated with administering client trust accounts and carrying out their instructions for their financial and non-financial assets. We serve as your strategic partner in developing customized solutions to address a broad range of complex needs, including the preparation of fiduciary returns. (Tax professionals continue to prepare their clients’ 1040 and gift tax returns.)
Learn more about how our trust services can benefit your clients and your practice.
Lead The Way in Trust Services
Partner with PTC and help build your clients a lasting legacy of financial security and prosperity.