Pennsylvania Trust

About Pennsylvania Trust

As of May 1, 2020, Pennsylvania Trust is part of Fiduciary Trust International.

For over 30 years, Pennsylvania Trust has been helping individuals, families, and nonprofit organizations preserve and grow their wealth. Our expert professionals provide integrated and tailored investment, financial planning, tax, trust, estate, and philanthropic solutions that make our clients’ lives easier, giving them peace of mind and contributing to their overall wellbeing.

At Pennsylvania Trust, we believe our clients’ investment objectives are most effectively realized through asset allocation, diversification and risk control. Accordingly, we offer our clients separately managed portfolios, employing a variety of strategies utilizing individual securities, mutual funds, and ETFs. When appropriate, we augment our client portfolios with alternative investments, such as private equity, further enhancing diversification while improving the potential for competitive long-term returns.

Pennsylvania Trust is recognized for its award-winning fiduciary services for individuals and families. Guided by established fiduciary standards, we are dedicated to serving our clients with their best interests in mind, often working with multiple generations within a family. As a worthy and compelling alternative to the larger corporate fiduciaries, we serve as trustee for revocable, irrevocable, testamentary and charitable remainder trusts, and as corporate executor in the settlement of estates. We also offer estate, financial and tax planning, as well as tax preparation services. Importantly, we have a dedicated team that specializes in serving as guardian and trustee for special needs situations.

Website	http://www.penntrust.com
Employees	11-50 employees View all Pennsylvania Trust employees
Industry	Financial Services
Location	Five Radnor Corporate Center, 100 Matsonford Road, Suite 450, Radnor, PA 19087, US
Founded	1986
Keywords	Trust Administration, Tax Preparation, Investment Management, Guardianships And Special Needs Trusts

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Frequently Asked Questions about Pennsylvania Trust

Who is the CEO of Pennsylvania Trust?

George Mcfarland is the CEO of Pennsylvania Trust. To contact George Mcfarland email at [email protected].

Who are the decision makers in Pennsylvania Trust?

The decision makers in Pennsylvania Trust are Bayard Fiechter, Bill Haines, Cole Vastine, etc. Click to Find Pennsylvania Trust decision makers emails.

What types of trust administration services does Pennsylvania Trust offer?

Pennsylvania Trust provides comprehensive trust administration services, including the management of revocable and irrevocable trusts, estate planning trusts, and special needs trusts. Their experienced team ensures that all fiduciary responsibilities are met, including asset management, tax reporting, and compliance with legal requirements, allowing clients to focus on their personal and financial goals.

How does Pennsylvania Trust assist with tax preparation for individuals and organizations?

Pennsylvania Trust offers professional tax preparation services tailored to the unique needs of individuals, families, and nonprofit organizations. Their team of tax experts stays updated on the latest tax laws and regulations to ensure accurate filings and maximize potential deductions. They provide personalized strategies to help clients minimize their tax liabilities while ensuring compliance with federal and state tax requirements.

What investment management solutions does Pennsylvania Trust provide?

Pennsylvania Trust provides customized investment management solutions designed to align with clients' financial objectives and risk tolerance. Their investment team employs a disciplined approach, utilizing a diversified portfolio strategy that includes equities, fixed income, and alternative investments. They focus on long-term growth while regularly reviewing and adjusting portfolios to adapt to changing market conditions.

Can Pennsylvania Trust help with guardianships and special needs trusts?

Yes, Pennsylvania Trust specializes in establishing and managing guardianships and special needs trusts. They understand the complexities involved in caring for individuals with special needs and work closely with families to create tailored solutions that ensure financial security and compliance with government regulations. Their team is dedicated to protecting the interests of beneficiaries while providing peace of mind to families.

What industries does Pennsylvania Trust serve?

Pennsylvania Trust serves a diverse range of industries, including individual and family wealth management, nonprofit organizations, and special needs advocacy. Their expertise in trust administration, investment management, and tax preparation allows them to cater to the unique needs of each sector, ensuring that clients receive specialized services that align with their specific goals and challenges.

How can I get started with Pennsylvania Trust's services?

To get started with Pennsylvania Trust, you can visit their website at www.penntrust.com and fill out the contact form or call their office directly. A representative will schedule a consultation to discuss your specific needs and how their services can help you achieve your financial and estate planning goals. They are committed to providing personalized attention and tailored solutions for every client.