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The Private Trust Company, N.A.

LPL Financial provides trust services through its affiliate, The Private Trust Company, N.A. (PTC), allowing you to offer trust administration services to your clients. You work in collaboration with experts in the implementation of trust and estate plans and your client gains peace of mind knowing that trust accounts will be handled by their own financial advisor.

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.

Trust Services with PTC Experience

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?

  • Simple: You manage client assets in a trust with PTC in the same way you work with LPL Advisory Services.
  • Comprehensive: PTC services include providing documentation and legislative updates to support you in placing and retaining trust accounts, and training opportunities to expand your trust and estates knowledge.
  • Growth-oriented: Access to trustee services provides a significant marketing opportunity for attracting high-net-worth clients.