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Peak Trust

EST. AUM
$3,305,081,643

CONTACTS
5

CLIENT ACCOUNTS

Firm Details

Metro area Anchorage
CRD Number
Website peaktrust.com
Client types

Overview

Peak Trust Company (PTC) provides individuals, families, and their advisors with tax-advantaged trust situs options in Nevada or Alaska, along with flexible and customized trust administration solutions, all delivered with exceptional service at a reasonable fee. The firm specializes in superior trust administration for trusts established under Alaska or Nevada laws, as well as for trusts from other states that are relocated to these jurisdictions by appointing PTC as trustee. PTC is equipped to serve as trustee for trusts from all 50 states and numerous countries, with services available regardless of the residency of the trust grantor or beneficiaries. The team consists of highly credentialed trust professionals dedicated to fostering relationships built on trust, ethics, and personalized service tailored to each client's needs.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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