Private Trust Company Services
Planning with Confidence. Preserving Your Legacy.
At Romero Wealth Management, we understand that managing your legacy requires more than just investment advice—it takes structure, foresight, and trusted administration. That’s why we offer access to The Private Trust Company (PTC), a specialized affiliate of LPL Financial that provides professional trust services across all 50 states.
What Is a Trust?
A trust is a legal structure designed to manage and protect assets, ensuring they are distributed according to your wishes—during your life, in case of incapacity, and after your passing. Trusts can help:
- Avoid probate and preserve privacy
- Provide for loved ones with special needs
- Protect family wealth from creditors or lawsuits
- Manage estate taxes and charitable giving
- Ensure long-term oversight and continuity
Why Choose a Professional Trustee?
Many families designate relatives or friends as trustees, but that role can be time-consuming, emotionally charged, and legally complex.
A corporate trustee—like The Private Trust Company—offers:
- Unbiased, professional administration
- Objective decision-making aligned with your instructions
- Fiduciary oversight from experienced trust officers
- Regulatory compliance, tax reporting, and recordkeeping
Our focus is on building strong relationships
PTC is dedicated solely to trust administration. As your trustee or co-trustee, they partner directly with our team at Romero Wealth Management—allowing us to continue guiding your investments while PTC handles trust operations.
- Honesty
- Integrity
- Objectivity
- Transparency
- Personal Responsibility
The Private Trust Company Difference
PTC is dedicated solely to trust administration. As your trustee or co-trustee, they partner directly with our team at Romero Wealth Management—allowing us to continue guiding your investments while PTC handles trust operations.
With PTC, you get:
Continuity and reliability in trust administration
Trust Services Offered
- Revocable Living Trusts
- Irrevocable Trusts
- Charitable Trusts (CLT & CRT)
- Special Needs Trusts
- Irrevocable Life Insurance Trusts (ILITs)
- Trusteed IRAs
- Survivor’s Trusts
- Private Foundations & Estate Settlement Services
How to Get Started
- Speak with your Romero Wealth advisor about your estate goals
- Consult with an estate attorney to draft the trust
- Name The Private Trust Company as trustee or co-trustee
- Fund the trust and align your investments
- Gain confidence knowing your legacy will be carried out with care
Ready to explore your options?
Let’s discuss whether a trust and corporate trustee are right for your situation.
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