Whether you’re seeking help planning your own legacy, or assistance in carrying out the wishes of a loved one, The Private Trust Company (PTC) can help simplify the complexities associated with legacy planning and wealth management.

the private trust company $300+ billion south dakota trust company llc $135 billion bok financial corporation $99 billion fiduciary trust of new england $20 billion* wealth advisors trust $1.9 billion digital trust $1.5+ billion capital first trust co. $1.7 billion crawford trust $1+ billion peak trust company $12+ billion

An independent trust company dedicated to the administration of trusts and family wealth management such as family offices, businesses, & foundations.

Trust accounting, distribution, transaction reporting, investment monitoring, & tax services including preparation of tax returns & all of the trust administration

utilize the experts of The Private Trust Company to provide professional trust administrative services while outsourcing the investment management services to their

directly with that trust company’s main contact. Explore and monitor all the industry’s leading offerings quickly and easily now. 2022 AMERICA’S MOST ADVISOR-FRIENDLY TRUST COMPANIES GET ACCESS NOW

How LPL Supports Advisors. LPL Financial was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve*, supporting more than 28,000 financial advisors, including advisors at approximately 1,000 institution-based investment programs and at approximately 500 registered investment advisor …

Trust companies interested in being included in future editions should email: [email protected]. Disclaimer: The Wealth Advisor, TheWealthAdvisor.com and The Wealth Advisor e-newsletter (TWA) are not affiliated with any of the providers in this report.

Custodial role is to identify & then take title to the trust’s assets, keep records, report to beneficiaries & execute & settle all transactions.

By appointing The Private Trust Company as trustee to administer their trusts, Sam would continue to manage their assets, and Ben and Sarah would receive the same level of wealth management advice and guidance, and a consistent investment strategy across their trust and non-trust assets.