Washington Crossing Financial Group partners with The Private Trust Company (PTC), a national bank chartered in all 50 states and is a subsidiary of LPL Financial Holdings Inc. which is devoted solely to the Trust services for families.
Named as one of America’s Most Advisor-Friendly Trust Companies by The Trust Advisor magazine*, PTC is dedicated to serving families and individual clients, along with our services, by providing expertise across all aspects of trust administration. Our competitive advantage is to deliver fully integrated administrative trust services to you in a seamless manner while maintaining our relationship as your financial advisor.
Washington Crossing Financial Group’s role is to support everyone, not to replace anyone. As your financial professional will, we work with you and your tax and legal advisors, helping to coordinate and communicate your complete financial picture. The drafting of your trust document will be done by your estate planning attorney. PTC is available to administer your trust once it’s properly drafted. You can continue to benefit from the judgment of Washington Crossing Financial Group, while your family’s wealth is protected by a knowledgeable trustee.
PTC partners with you and the Washington Crossing Financial Group to assist you in carrying out your wealth management and legacy planning goals at every stage of your life. While we generally cannot serve as your trustee, with our unique model, we can continue to provide advice and manage trust assets, allowing you to benefit from checks and balances and a consistent approach across your wealth management and investment strategies.
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*based on total assets as reported in The Trust Advisor magazine, January 2021.