Join us for an eye-opening session at #LPLFocus: "Boost Your Book with Trust Services." Dive deep with our very own Ben Foreman and Nate Brent into the world of trust opportunities in sunny San Diego. In this breakout, you'll gain expert insights on: ✔ Leveraging trust services to enhance asset gathering and retention ✔ How to mine your book for potential trust prospects ✔ How to identify and realize opportunities to gather new trust business 👋 See you there!
The Private Trust Company, an affiliate of LPL
Financial Services
Cleveland, OH 717 followers
We are dedicated to serving the families and individual clients of our trusted partners.
About us
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.
- Website
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https://theprivatetrustcompany.com/
External link for The Private Trust Company, an affiliate of LPL
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Cleveland, OH
- Type
- Privately Held
Locations
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Primary
1422 Euclid Ave #1130
Cleveland, OH 44115, US
Employees at The Private Trust Company, an affiliate of LPL
Updates
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The best way to start the work week? Team-bonding activities that also #giveback to your community. We believe in the power of community engagement and the positive impact it has on our team. We're excited to highlight how our team members have come together to support the residents at the Ronald McDonald House in Cleveland, OH and give back to the community that supports us all year round.
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You're not going to want to miss #LPLFocus this year, it'll be one for the books!
#LPLFocus is back and delivering dynamic days of learning, networking and thriving for financial professionals at all levels in practices and institutions of all types and sizes. Join us in downtown San Diego!
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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
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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
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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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The Private Trust Company, an affiliate of LPL reposted this
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! 🏆
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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
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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
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