Relationship Driven Trust Services

Many people today have turned to trusts as a way to carry
out their instructions for all or part of their property. A trust provides a framework in which money and other assets are managed in a predictable fashion, by people you choose, according to standards you set. The person or entity charged with carrying out those instructions is referred to as
the trustee.

While there are times where a trusted individual can act in this capacity, many of our clients now also look to a professional trustee to execute their wishes within a trust document. Whether in a primary or successor capacity, a corporate trustee ensures an unbiased execution of the trust document as well as provides excellent investment management skills and expertise in fiduciary law and practice.

Our clients have access to corporate trustee services through The Private Trust Company, N.A., a wholly owned subsidiary of LPL Financial (LPL). Furthermore, the advisors at OnPath Financial, LLC can provide investment management services for the accounts at LPL. This means the relationship you and your family have built with your advisor can continue if a corporate trustee is ever required.

The Private Trust Company (PTC) 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. PTC currently serves in a fiduciary capacity for over $25 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 is 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.

The Private Trust Company offers comprehensive services for the following types of accounts:

• Revocable or Living Trusts
• Irrevocable Trusts
• Charitable Remainder Trusts
• Charitable Lead Trusts
• Special Needs Trusts
• Life Insurance Trusts
• Agency
• Custodial
• Private Foundations
• Guardianships
• Family Office Group

For more information, please contact our office
or visit www.theprivatetrustcompany.com.