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About The Private Trust Company

The Private Trust Company (PTC) is a wholly-owned subsidiary of LPL Financial. Under its 1995 national banking charter, PTC is licensed in all 50 states, providing trust administration services to families and institutions, working closely with their financial advisors, attorneys, tax professionals, and accountants.

Through the Private Trust Company, the professionals at SRQ Wealth have the ability to offer the same comprehensive trust services for clients that the large banks do, but with a more personalized “concierge” approach to service delivery that all of our wealth management clients receive.

PTC does not engage in lending or deposit-taking. It specializes solely in providing fiduciary services for over $130 billion in assets. The comprehensive trust services PTC provides include: custody of trust assets; asset management in accordance with trust agreement guidelines, investment policies, and fiduciary standards; and administration, including trust accounting and related tax services.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.