Trust Services
with Park Financial Advisors
Protect your assets, preserve your legacy.
A trust can help protect your assets, reduce your tax obligations and define the management of your assets according to your wishes in a private, effective way.
Park Financial Advisors works with The Private Trust Company, N.A. (PTC) to deliver fully integrated administrative trust services to you in a seamless manner, while staying connected with your trusted advisor. PTC is a wholly owned subsidiary of LPL Financial LLC and a nationally chartered trust bank licensed in all 50 states.
Through PTC, we offer the full range of trusts and services, including:
- Revocable or Living Trusts
- Irrevocable Trusts
- Charitable Trusts
- Special Needs Trusts
- Foundations
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.