February 25, 2018

OVERVIEW OF OUR SERVICES
The key to providing trust and estate administration services is to offer immediate access to current and accurate information at an affordable price. Private Trust Group of America’s goal is to provide small trust departments with the flexibility to create a workable solution within a realistic budget.

Please review our service groups outlined below and detailed on subsequent pages.

PTG Trust Administrator

OUTSOURCING | PTG Trust Administrator is our total outsourcing solution. This is an attractive option for small trust departments because it can reduce your internal staffing needs, or create an opportunity to reassign key personnel to more productive positions within your organization.
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PTG Trust Assistant

SERVICE BUREAU | PTG Trust Assistant allows institutional clients to access our trust accounting database via a secure Internet connection. This option requires our clients to have their own personnel assume major responsibilities for daily processing and administration, but relieves them from the added responsibility of supporting and maintaining a core technology database.
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PTG Trust Advisor

CONSULTING SERVICES | PTG Trust Advisor offers practical advice and support to enable your organization to grow in the highly competitive and rapidly expanding financial services market. Our experienced trust consultants are available to assist management with evaluating the internal structure of their organization, as well as helping them explore related business opportunities.
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