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Private Trust Companies


A private trust company (PTC) is used within a family office structure when your family wants to retain agency in the decision-making process and permit family members and advisors to take an active role in the management of trust affairs. In fact the sole purpose of a PTC is to act as a corporate trustee to the trust, or a group of trusts – as long as those trusts are connected.

PTCs protect confidentiality, but provide a comprehensive framework under which family members can be involved in decision-making (by being on the board) allowing for peace-of-mind in the preservation of family assets.

With the support and expertise of Clearwater, private trust companies can also offer significant estate planning advantages and provide our clients with privacy and protection, as well as cost efficiencies.

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