Pennsylvania Trust

Pennsylvania Trust Recognized For Excellence In Trust Administration and Wealth Management

Pennsylvania Trust Recognized For Excellence In Trust Administration and Wealth Management

Pennsylvania Trust has been recognized for excellence as a provider of trust administration and wealth management services by Philadelphia’s oldest legal publication, The Legal Intelligencer. Each year, the publication issues the results of its “Best Of” survey – a questionnaire taken by attorneys, for attorneys. Pennsylvania Trust was named the winner of the Trust Administration category and placed second in the Wealth Management category.

The Legal Intelligencer’s annual “Best Of” supplement was designed to help lawyers identify top-notch legal products and service providers, and to showcase businesses that stand out among their competitors. From accounting and financial services to litigation and technology services, there are a number of “Best Of” categories in which attorneys can cast their ballots.

“At Pennsylvania Trust, our dedicated professionals are responsible for delivering the excellence for which we are being recognized,” said CEO George C. McFarland. “Our talented colleagues are exceptional in the way they serve our clients, and I am proud and humbled that their good work is so readily apparent to the legal professionals we know and trust.”

“We deeply value our clients and remain dedicated to them. We firmly believe that our work ethic and commitment set us apart in our ability to build outstanding relationships,” continued McFarland.

In March, Pennsylvania Trust was also named a winner of the Delaware Valley Top Workplaces 2019 award by The Philadelphia Inquirer.

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Pennsylvania Trust is a leading independent and employee-owned wealth management firm in the Philadelphia region with over $4.3 billion in assets under management and administration. For over 30 years, the firm has focused on providing compassionate and caring client service. Pennsylvania Trust provides investment, financial planning, tax, trust, estate and philanthropic solutions to help individuals, families, nonprofits and other organizations preserve and grow their wealth.