Strategic Partners

For our clients with more complex financial needs, our highly-credentialed and experienced LPL Private Client group will assist in serving their needs.

For our clients with advanced estate and trust needs, The Private Trust Company assists our clients in carrying out their wealth management and legacy planning goals at every stage of your life. Providing a full suite of corporate trustee services, Private Trust Company carries out fiduciary responsibilities in an impartial manner with a focus on accomplishing the objectives of our clients’ trusts as stated in their trust agreement. Private Trust also provides custom trust solutions for Charitable Trusts, Foundations, and Endowments as well as assisting with Family Office Services by assuming much of the day-to-day management of a family’s affairs including discussing your tax planning, estate planning and generosity planning, bill paying, family member financial education, and family governance.