Trust Services

Offered through The Private Trust Company, N.A., you'll have access to comprehensive trust services customized to meet your needs, such as: Revocable Trusts Charitable Reminder Trusts Irrevocable Life Insurance trusts Administration Tax impacts/reporting Compliance matters Fiduciary accountability

A Client-centric Approach to Service
Makes All the Difference

• Our service model is built around anticipating client needs
• Our responsive, experienced and vigilant team is committed to working dailyon your behalf
• Our service contract ensures a proactive approach, guaranteeing regular communication and instilling confidence

Importance of Teamwork

We achieve our high level of service through a team approach. Rather than having just one financial advisor working on your behalf, a dedicated group of professionals oversees your financial plan. In addition to Mark Lamkin, this team consists of wealth planners, wealth advisors and a number of support staff to ensure everything runs smoothly. Learn More