Private Trust Company, N.A. provides trust administrative services for individual, family, corporate and foundation assets and manages trusts and family assets for LPL’s high net worth clients. Unlike many other broker-affiliated trust companies, LPL’s model for trust services keeps the LPL Advisor at the center of the client relationship, both as the investment advisor and as the client’s primary relationship manager. Each client is assigned their own Trust Officer to manage the relationship and facilitate service.
Private Trust Company serves in a variety of capacities: as trustee, agent for the family member trustees, successor to grantor trustees upon death or disability, a replacement for local bank trustees, and trustee of foundations and charitable trusts.
LPL Financial Planners offer access to trust services through The Private Trust Company, N.A., an affiliate of LPL Financial. Website: www.theprivatetrustcompany.com
