Trust Services

As a client, you have access to corporate trustee services through The Private Trust Company, N.A., a wholly owned subsidiary of LPL Financial. Furthermore, FireTree Financial can provide investment management services for the accounts at LPL. This means the relationship you and your family build with us can continue if a corporate trustee is ever required.

The Private Trust Company 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 administrative services. It currently serves in a fiduciary capacity for over $60 billion in assets.