Trust Services 


Trust services are provided by The Private Trust Company, N.A. (PTC) as a corporate trustee. PTC is a wholly owned subsidiary of Linsco/Private Ledger, the country’s leading independent broker/dealer.

PTC manages trusts and family assets for high-net-worth clients and is licensed in all 50 states under its 1995 national banking charter. PTC specializes solely in providing fiduciary services and currently serves in a fiduciary capacity for over $25 billion in assets. By creating a trust, you are taking an important step in managing your wealth and maximizing the value of your estate. Selecting a trustee or successor trustee is a decision that will determining how well your trust functions for you and your beneficiaries over the years.

Your trust is like a business organization. It holds assets, pursues clear, stated goals, and is charged with significant legal and administrative responsibilities. The trustee serves as CEO and should offer the same qualities you would seek in an executive to run a business. Among these are integrity, competence, experience, commitment, objectivity and the ability and willingness to serve. The type of trust you establish, as well as the cost of operating your trust should be a consideration when selecting a trustee.

By creating a trust, you are taking an important step in managing your wealth and maximizing the value of your estate. Selecting a trustee or successor trustee is a decision that will determine how well your trust functions for you and your beneficiaries over the years.

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