Whether taking time to truly understand and address clients’ unique wealth challenges, working to ease estate planning anxieties, or helping to solve a complex tax issue, we bring a high level of expertise, delivered with a personal approach, to every client interaction.
With eleven very experienced professionals including attorneys and CFPs, and extremely competent support staff, our team is highly skilled in fiduciary matters including the management of special needs trusts and guardianships. We also have a full-service Tax Department.
Why do such talented professionals come to Pennsylvania Trust from some of the financial industry’s most respected firms? We afford them an opportunity to use their skills and engage in meaningful collaboration not only with their peers but with multiple generations of our client families, as well as co-trustees and outside counsel.
Because of these close working relationships, and our ongoing dedication to client service, it’s particularly gratifying to have been recognized by area attorneys as the “BEST OF 2019” in Trust Administration and Wealth Management.
Clients’ Interests First
For the past few years, there’s been a great deal of discussion both in the media and among various legislative and regulatory bodies as to whether all financial advisors should be required to act in a fiduciary capacity — always putting the best interests of their clients first. It’s a debate that honestly seems a bit ridiculous to us.
At Pennsylvania Trust we’ve served as a fiduciary since our founding over 30 years ago. Whether we are acting as trustee, executor, guardian, or investment advisor, we always put the clients’ best interests first. That is what we do.
Leslie Gillin Bohner, Esq. is Executive Vice President, Chief Fiduciary Officer and General Counsel at Pennsylvania Trust.