Our Services
Customized trust administration, fiduciary, and financial consulting.
Creative & Thorough Trust Services
We bring flexibility, creativity, and deep expertise to each one of our clients. Our clients bring us complexity, and we love every part of it.
Trust Administration
As trustee, we take a proactive, high touch approach. Our team is a true partner, providing a level of detail and care you can't find elsewhere. We take legal ownership of the assets held by the trust and assume fiduciary responsibility for oversight of the assets. As a trustee, we have a duty to act in the best interest of both current and future beneficiaries of the trust and can be held liable for any breach of that duty. Additionally, we carry a fiduciary responsibility for administrative duties, decisions regarding distributions to beneficiaries, and investment of trust assets.
Accounting Services
We review your bills, process payments, reconcile bank accounts, track personal investments and charitable giving, and maintain your records. We provide customized financial statements, data analytics, budgets, and cash flow planning. Our team collaborates closely with our clients’ trusted advisors to provide a cohesive, comprehensive service.
Next Generation Coaching
We specialize in helping enterprising families shape next-generation expectations and unite the family around common goals. We coach each family member on everything from estate plans to business assets, to legal structures to tax consequences. We provide individual lessons, host family meetings, create family constitutions, and work with sibling teams. In short, we help prepare the next generation to steward your legacy.
Estate Planning Consulting
We will work with your estate planning attorney at a strategic level, driving the process to get your estate plan optimized and executed. We’ll perform financial modeling to do impact analysis and stress test your estate plan, ensuring it will work as intended. At your direction, we will help explain the estate plan to your whole family allowing for clarity and alignment of expectations.
Entity Structure Planning
We’ll make sure your legal entities are set up in the most efficient, productive way to ensure the longevity of your assets and legacy. We have a deep knowledge of LLCs, S-Corps, trusts, and other business structures and we know how to optimize these structures to provide longevity, continuity, and efficiency.
Tax Planning
We have a deep understanding of income and estate taxes, helping you step back and see the big picture. Everything we do, every decision we make, is filtered through a “tax lens.” Taxes are always integrated into the entire plan, ensuring nothing is left to chance.
When selecting a trust company like PTC, you aren't just looking for assistance managing generational wealth - you are primarily seeking a partner in managing family legacy. Getting this choice right can have a profound impact, and the nuanced, family-first approach at PTC is the only approach I trust. There are myriad managers that can grow your family's assets and get your taxes right; but how many of them can get your legacy right? Choose PTC - choose legacy
TRUST BENEFICIARY