Broker Check

LPL Private Trust Company, N.A.

Kraeutler Financial is proud to offer services from Private Trust Company, N.A.

Private Trust Company, N.A. provides trust administrative services for individual, family, corporate and foundation assets and manages trusts and family assets for LPL’s high-net worth clients. This unique model enables clients to continue working with the professional advisors they rely upon to place their interests first. Each client is assigned their own Trust Officer to manage the relationship and facilitate service.

Private Trust Company serves in a variety of capacities: as trustee, agent for the family member trustees, successor to grantor trustees upon death or disability, a replacement for local bank trustees, and trustee of foundations and charitable trusts.

LPL Financial Planners offer access to trust services through The Private Trust Company, N.A., an affiliate of LPL Financial.

Website: www.theprivatetrustcompany.com