We enable—and encourage—clients to maintain their relationships with their trusted financial advisors, while we serve as trustee or co-trustee.- Bethany Bryant, President, The Private Trust Company, N.A.
Creating and administering a trust is a collaborative effort between you, your client, and your client’s tax and estate lawyers. We make it easy for you to offer trust services by working with our affiliate, The Private Trust Company (PTC), a federally chartered non-despository limited purpose bank licensed to provide trust and estate planning services in all 50 states. By working with PTC, you can offer personal trustee services for a variety of estate planning needs.
PTC’s dedicated trust specialists have extensive experience in implementing trust and estate plans, and they work closely with LPL’s financial advisors.
Why Choose to Work with PTC?