The Private Trust Company (PTC) is an independent trust company dedicated to the administration of trusts and other family wealth arrangements such as family offices, businesses, and foundations. We serve the clients of our trusted partners—financial advisors, attorneys, and CPAs and accounting professionals—who rely on us to provide high quality service and dedicated expertise across all aspects of trust administration. Our unique model enables clients to continue working with the professional advisors they rely upon to place their interests first, and empowers our professional partners to attract and retain a greater number of high-value client relationships.
External link for The Private Trust Company, an affiliate of LPL
1422 Euclid Ave #1130
Cleveland, OH 44115, US
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Listen for these key phrases from your clients! 🚀 If you hear concerns about estate management, asset protection for children, or minimizing tax burdens, it might be time to get in touch with us to discuss trust and estate options. Contact us today: 🔗 https://bit.ly/487ZvtE
Let's celebrate love and planning for the future this #PrideMonth! If you're in a same-sex marriage or planning to tie the knot, now is a great time to review your estate planning needs. Ensure your documents are up-to-date by consulting with your advisor or estate planning attorney. Want to learn more? Read our article on estate planning for same-sex couples ➡ https://bit.ly/3SrtM13
It's #TermTuesday and we're defining Irrevocable Life Insurance Trusts (ILITs). Here are 3 factors that could help you determine if an ILIT is right for you or your client: ✅ You have a sizable estate and are looking to minimize estate taxes ✅ You want to ensure that your life insurance proceeds are protected from creditors ✅ You desire control over how your life insurance benefits are distributed to beneficiaries Questions? We have answers. Get in touch with our team today: 🔗 https://bit.ly/487ZvtE #Estateplanning #LifeInsurance #FinancialAdvisors #Trusts
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We're honored to be named a finalist in four categories at the 10th Annual WealthManagement.com Industry Awards. This recognition celebrates our unwavering drive to provide outstanding service and innovative solutions to advisors and institutions. Here’s to bringing home the #Wealthies! 🏆
Financial Advisors: Understanding the nuances of trusts can be overwhelming, but our goal is to make it simple for you. In our latest article, "6 Things to Understand About Trusts," we simplify key Trust concepts, making it easier for you to enhance your client's financial strategies. 💪 Read it now: 🔗 https://bit.ly/3VoaHhJ
We are excited to announce that we've been named a finalist in the Trusts category at this year's WealthManagement.com #Wealthies Industry Awards! We're looking forward to celebrating with our fellow LPL nominees and other industry leaders in September! 🎉 #LPLFinancial #Trusts #WealthiesAwards
Incredible stories from our AANHPI community! This #AANHPImonth, let's raise up these voices and celebrate the rich diversity that drives our industry forward.
This Asian American, Native Hawaiian, and Pacific Islander Heritage Month, we're honored to spotlight the inspiring stories and reflections from five of our LPL-affiliated financial professionals. Their journeys and perspectives enrich our community and remind us of the power of diversity. Swipe ➡️ to explore their stories. #AANHPIMonth Feat. Bob Chitrathorn, CPFA® of Simplified Wealth Management, Roohi Darugar, CRPC, John Butang of CIG Wealth Management, Tina Ma and Stuart Ng, CFP® 👇 Let us know who inspires you in the comments.
🔎 What's new in family trusts? From Clifford to GRATs and beyond, this article explores the evolving landscape of trust options for families. Get the scoop here: 🔗 https://bit.ly/4bAzlm2