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 Americas goal is to provide small trust departments
with the flexibility to create a workable solution within a realistic
Please review our service groups outlined below and detailed on subsequent
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.
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.
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.