Personalized professional attention
Our seasoned professionals help clients achieve their long-term goals by acting as trustee, co-trustee, advisor, executor, and guardian. Our wealth advisors administer the terms of trusts, maintain regular communication with family members, pay bills, distribute income, meet regularly with beneficiaries, manage annual gift-giving programs, and coordinate the preparation of tax returns.
We learn about our clients’ financial circumstances and find imaginative, flexible and individualized solutions. We are committed to maintaining a high staff-to-client ratio to ensure prompt, reliable and technically correct handling of our clients’ affairs.
The burdens of financial responsibility upon the death of a loved one can seem crushing. This is when a trusted relationship can be of great assistance and comfort.
An elderly client of ours was faced with selling her long-time residence upon the death of her spouse. She felt relieved and comforted when we were able to take a lead role in negotiating the sale for her, responding to offers and terms, and participating in the closing.
Because of the special relationship we had developed over the years, she knew that she could rely on Pennsylvania Trust to handle the situation with integrity, keeping her best interests foremost.