Private Trust Group of America

Trust Department Outsourcing Solutions

Private Trust Group of America (“PTG”) provides administrative and operational support services to trust departments in the Accounting, Banking and Legal professions. We offer flexible, efficient and cost-effective solutions based on years of hands-on experience gained from working with both small and large trust departments. 

Our primary focus is to relieve trust department managers of the administrative and operational burdens of trust management, while enabling them to devote more time and resources to client retention, new business development and strategic planning.

MISSION STATEMENT

As small business owners we understand the importance of building long-term relationships. We are committed to creating an organization that fosters the exchange of new and creative ideas that will strengthen our position in the marketplace and establish strong, mutually beneficial business relationships with our client base and with our service partners.

Our commitment is your satisfaction. PTG’s success is a direct result of our single-minded commitment to thoroughness, creativity, responsiveness and client satisfaction. We take great pride in our ability to focus on our clients’ needs and respond in an experienced, thoughtful way – not to meet their expectations, but to surpass them.

Our philosophy is simple and straightforward. Enjoy what you do and do it well.