Trust Services
Your Trust. Our Expertise
We partner with Private Trust Company to assist you in carrying out your wealth management and legacy planning goals at every stage of life. With our model, we can continue to provide advice and manage trust assets, allowing you to benefit from a consistent approach across your wealth management and investment strategies.
Trust Services with Private Trust Company
Private Trust Company (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 recordkeeping, accounting, and tax preparation services for trusts.
PTC does not provide day-to-day investment management for trust assets. Instead, they enable clients to maintain their relationship with their financial professionals for investment management.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
LPL Financial does not provide tax or legal advice
Trust Services Offered
- Revocable or Living Trusts
- Irrevocable Trusts
- Charitable Remainder Trusts
- Charitable Lead Trusts
- Special Needs Trusts
- Life Insurance Trusts
- Trusteed IRAs
- Agency
- Private Foundations
- Guardianships
- Estate Settlement
How to Get Started
Increasing numbers of Americans are discovering the potential benefits of a trust—how it can help protect their assets, reduce their tax obligations, and define the management of assets according to their wishes in a private,
effective way. We can help you evaluate a certain type of trust to determine if it may be appropriate for your circumstances.