Trust Services

Why use a professional trustee?

Trustees may have to make tough decisions that might not be popular with all of your beneficiaries.  After all, the trustee is carrying out your instructions, not your beneficiaries’ wishes. This can be a difficult role to fulfill for a family member, who may not be objective or may wish to act in a manner that avoids hard feelings within the family, rather than carrying out your instructions.  Also, few family members have investment management skills or expertise in fiduciary law and practice.  Family members can be given important advisory roles, such as in approving disbursements or other exercises of discretion. 

The Benefits of Naming a Professional Trustee Include:

  • Objective loyalty and independence to carry out your wishes
  • Knowledge management, protection, and defense of trust assets
  • Experienced oversight of the investment process to be carried out by your financial advisor
  • Timely and accurate statements of the account to keep you and all current beneficiaries informed
  • Consistent annual reviews
  • Accountable collection and prudent distribution of income and assets
  • Tax reporting, filing, and comprehensive regulatory compliance on behalf of the trust
PTC Client Brochure

PTC Client Brochure

We create strategies that are tailored to your needs and goals.

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PTC Incentive Trusts

PTC Incentive Trusts

Years of experience have prepared us to guide you through your life transitions.

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PTC Trusteed IRA

PTC Trusteed IRA

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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**LPL Financial representatives offer access to trust service through the Private Trust Company N.A., an affiliate of LPL Financial.