Tax Professionals & Accountants

The Private Trust Company (PTC) enables you to increase the scope of your 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, family office, business, and institutional clients.

PTC Trust Officers are equipped to handle a broad range of responsibilities associated with administering your clients’ 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.)

To learn more about how our trust services can benefit your clients and your practice, Contact Us today.