OVERVIEW OF OUR SERVICES
The ownership, staff and service partners of Private Trust Group of America offer a unique combination of skills developed over a vast history of experience in providing administrative support services to trust departments as small as 30 accounts and as large as 5,000 accounts. We are all dedicated to providing trust departments and their personnel with unsurpassed service and creative, flexible options at a reasonable price.
Below is a summary of our Services. Contact us for details or more information.
Trust Operations:
● Full Service Operational Support & Assistance
● Customized Solutions
● Separate Database Management
● Custodial Integration (Supports over 5,000 custodians)
● Daily Balancing & Reconciliation
● Full Management & Regulatory Reporting
● Real-time Access
Trust Administration:
● Open & Close Accounts
● Post All Transactions
● Track & Settle Trades
● Daily Recon & Balance to DDA Account
● Statement Printing & Mailing
● Assist with P & I Determinations
● Create Customized Management Reports
Consulting Services:
● Business Plans for De Novo Trust Entities
● Obtain Federal & State Charters
● Assist with Regulatory Issues
● Draft and/or Review Policies & Procedures
● Independent Profitability Analysis
● Customized Practice Management Programs
● Business Valuations