Trust Services

The Private Trust Company, N.A. (PTC), an affiliate of LPL Financial, helps advisors confidently provide trust and estate settlement services without losing control of their client relationships.  

Trust Services Made Easier

Enhance Client Value with Trust Services

The Private Trust Company helps financial advisors attract and retain client relationships by streamlining the execution of family legacy plans. As a corporate fiduciary that can serve as a professional trustee, co-trustee, agent for trustee, estate representative, and estate guardian/conservator, Trust Services integrates seamlessly with LPL advisors’ investment management strategies.

When you work with Trust Services, their trust officers act as an extension of your advisory team, providing resources, guidance, regular account review, and client service.

To learn more, talk with an LPL Financial recruiter today.

Connect with Us
A man and a woman on a sofa in a office having a casual business meeting

"Our service delivery model offers the highest level of flexibility while keeping the advisor at the center of their client relationship."

Dan Allen

President & Chief Operating Officer of Trust Services

Other LPL Offerings

Paraplanning

Launch, enhance, or scale your financial planning practice through added-value consultation and plan production by a team of planning professionals.

Learn More

Financial Planning

Enhance the financial planning guidance and experience you provide your clients with LPL’s dedicated tools and consultancy support for advisors like you.

Learn More

Banking & Lending

LPL enables advisors to deliver holistic wealth management by providing a suite of banking solutions including credit, cash, and transactional capabilities. 

Learn More

Disclosure

For Financial Professional Use Only.