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
Thrilled to support our very own VP of Trust Strategy, Hannah Weinstein, as she joins inspiring women advisors at #LPLAchieve!
I'm excited to join women advisors from across the country at #LPLAchieve, LPL Financial’s Women's Leadership Forum. I’m looking forward to connecting and learning with extraordinary advisors who are shaping the future of our industry and paving the way for the next generation of advisors and investors. Can’t wait to see you in DC! ✨
Thanksgiving is a great time for financial advisors to encourage their clients to have meaningful discussions with their loved ones. Here's 3 conversation starters our team thought of that are Thanksgiving table-friendly: 🎁 Is there a charitable cause your family feels strongly about supporting this year? 📄 Do your heirs understand the purpose of any trusts you've established? 🌟 What values do you hope to pass on to the next generation?
📣 Financial advisors: With the end of the year quickly approaching, now is a great time to help your clients review and update their trust document. ✅ Review ownership of assets ✅ Update beneficiary information ✅ Review life insurance contracts ...and more! Check out our year-end checklist for the complete list: https://bit.ly/3V60C9Q
Partnering with a corporate trustee means expert admin support, strong risk management, and family harmony. Get in touch with us today ➡️ https://bit.ly/487ZvtE
The Private Trust Company, an affiliate of LPL reposted this
To honor #VeteransDay, we're sharing a story of dedication that goes beyond service. Meet Kimberly Safoyan, an LPL advisor who discovered something remarkable: many of her clients shared a powerful connection to military service. Not just veterans themselves, but their parents, children, and spouses who've also been part of this noble journey. It sparked an idea: What if financial planning could honor their service in a unique way? Today, she helps veterans invest in companies that actively support military communities—turning portfolio management into purpose-driven impact. Learn more about Kimberly's story → https://bit.ly/4hKV3ae This Veterans Day, we salute not just those who served, but also those who continue to serve them.
Meet Kathy, the eldest child and executor of her parents' estate now struggling with challenging family dynamics. When her advisor introduces her to The Private Trust Company, she learns she can support her family without the strain of direct financial control. When a family member isn't the ideal trustee, consider professional solutions to maintain harmony and ensure fair asset management.
It's #TermTuesday and this week we're defining CRUT, the charitable remainder unitrust. Want to explore how this trust can benefit your clients? We've got you covered: 🔗 https://bit.ly/4f0cqli
I can hear the bells! 🔔 Marital trusts can protect your married clients' wealth and ensure a smooth transition for beneficiaries. If you're scratching your head at the mention of QTIP and QDOT trusts, you're not alone. Check out our article to learn about these trusts and more for your married clients.