We offer our clients the personal service of a family office with the resources of a full service firm.
Beyond traditional investment placement and monitoring, we offer our clients a complete suite of financial services, including:
- Financial Planning
- Life, Health, Long-Term Care and Disability Insurance
- Private Banking and Trust Services
Through your relationship with us, you will have acces to The Private Trust Company, N.A., an affiliate of LPL Financial , the country's leading independent broker/dealer*. The Private Trust Company manages trusts and family assets for high-net-worth clients and is licensed in all 50 states under its 1995 national banking charter. The bank does not engage in any lending or deposit taking, specializing solely in providing fiduciary services. The Private Trust Company currently serves in a fiduciary capacity for over $20 billion in assets.
Regulated and examined by the Office of the Comptroller of Currency, a division of the U.S. Treasury Department, PTC is a member of the Federal Reserve Bank, and audited by Deloitte & Touche LLP. Accounts at PTC are insured by Chubb Group of Insurance Companies through a fiduciary bond of up to $15 million per occurrence without limit on the number of occurrences.
Trusts offered include:
| Revocable Living Trusts |
Charitable Remainder Trusts |
Charitable Lead Trusts |
Special Needs Trusts |
| Irrevocable Trusts |
Agency |
Custodial |
Private Foundations |
| Guardian of Property |
Family Office Group |
Rabbi Trusts |
Newly Established ILITS |
Additional Services through our trusted relationships:
We demand only the best for our clients. We have outstanding relationships with attorneys, accountants, property and casualty insurance agents; mortgage brokers, premier bankers and other professionals. These are folks who we can trust to deliver the level of service and expertise our clients deserve and need. |
