Private Trust Services

Through The Private Trust Company (PTC), N.A., a wholly-owned subsidiary of LPL Holdings, Annie Mac Financial has the ability to deliver fully integrated administrative trust services to you in a seamless manner. Currently serving in a fiduciary capacity for over $60 billion in advisory assets, PTC specializes solely in providing administrative fiduciary services with respect to the following:

  • 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 Groups

WHY USE THE PRIVATE TRUST COMPANY?

  • Experienced and knowledgeable trust officers with backgrounds in law, accounting, banking, investment management, tax and business.
  • Trust officers who are sophisticated professionals with objective family sensitivities.
  • Chartered as a national bank devoted solely to trust services for families.
  • Regulated and examined by the Comptroller of the Currency, audited by independent auditors and bonded to protect your assets.
  • Able to provide trust services in all 50 states.
  • The Private Trust Company is designed to work with Annie Mac Financial as a team player, providing timely and accurate statements to you and your other advisors.
  • The Private Trust Company helps you develop a written investment policy statement to provide a clear understanding of your goals, objectives and guidelines for the trust.
  • Accounts are reviewed annually and investment policies are revised as appropriate to reflect changes to the portfolio, client circumstances and markets.
  • Wholly owned by LPL Holdings.

Private Trust Company Brochure