THE PRIVATE TRUST COMPANY
THE PRIVATE TRUST COMPANY
Helping to Steward
Wealth Across Generations
...so the IRS doesn’t inherit more than you or your kids.
Helping to Steward
Wealth Across Generations
...so the IRS doesn’t inherit more than you or your kids.
20+
YEARS OF EXPERIENCE
30M+
ASSETS PROTECTED
4.5M+
TAXES SAVED
Who We Serve
FAmilies
bUSINESS oWNERS
Advisors
Investors
Family Businesses
Real estate investors
trustees
Successors
Beneficiaries
What Makes us Different
Privacy and Control by design.
Traditional planning pushes families into public systems. We focus on private positioning that reduces exposure and preserves control.
Built for when things change.
Most plans assume stability. We assume life happens. Our structures are designed to hold up through legal, tax, business, and family disruption.
Continuity over transfer.
Most plans answer who gets what. We answer what happens next—with governance that keeps everything aligned over time.
Why Opt for a Private Trust?
Independent of
Statutory Law
Private trusts are formed through contract law, offering significantly more flexibility than trusts created under statutory frameworks.
Exceptional
Tax Efficiency
Private trusts can be customized extensively to lawfully minimize tax exposure to the greatest extent possible.
Confidential Estate Planning
Bypassing probate, private trusts allow you to arrange your estate plan discreetly with minimal public disclosure.
How can we help?
Asset Protection
Reduce exposure to lawsuits, creditors, and unexpected claims.
Tax Mitigation
Improve income, capital gains, and estate tax outcomes.
Trust Design
Build trusts that operate, protect, and adapt over time.
Entity Structuring
Align LLCs and corporations with long-term protection and control.
Privacy Positioning
Minimize public visibility and unnecessary court involvement.
Wealth Continuity
Create clarity and governance that keeps everything aligned.
Our Approach
Our approach to asset protection and trust planning is built around structure, positioning, and long-term clarity. We begin by evaluating how your assets, income, businesses, and entities are currently structured and where legal, tax, or exposure risks exist.
From there, we design a coordinated strategy that integrates trust design, tax mitigation, entity structuring, and estate planning into a single, cohesive system. Rather than relying on one-off documents or reactive fixes, we focus on wealth preservation, privacy, and control, ensuring your plan functions in real-world situations such as lawsuits, tax changes, business transitions, or family succession.
The result is a durable structure designed to protect what you’ve built, reduce unnecessary exposure, and maintain continuity over time.
What to do next?
Referral or Application
We work exclusively by referral. Unless you qualify through our application. This ensures every relationship is intentional, aligned, and rooted in trust from day one.
Get Started
If you’ve been referred, complete a brief application. We’ll review to confirm mutual fit before extending a private invitation to begin the process.
Transform Your Wealth
If accepted, we’ll begin crafting a private trust system designed to protect your assets, align your family, and safeguard your legacy for generations
TESTIMONIALS
What others are saying
"I hope everyone looks into this because its a thing that we are not aware of..."
Valerie D.
Asset Smart Client
"We're able to sleep at night much better not worrying about how am I going to do this or do that I am much more at peace now with the strategy.."
Jim & Megan G.
Asset Smart Client
"Number one we wanted privacy.. and obviously, to not get taxed to death. "
Paul F.
Asset Smart Client
Get Started Today
Begin your journey towards a happier and more fulfilling life by taking the first step today.
Frequently Asked Questions
Do You Need a Licensed Attorney?
You May Not Need a Licensed Attorney if...
You are establishing a private, irrevocable trust that is not governed by statutory law.
Your goal is to maintain complete authority over how the trust is structured, without being bound by statutory regulations.
You’re looking for a trust arrangement that functions independently of statutory systems, providing enhanced privacy, asset protection, and ultimate control.
You also want to minimize the legal expenses typically associated with complying with statutory requirements.
Do I need a trust if I already have an LLC or corporation?
Often, yes.
LLCs and corporations can help with liability, but they don’t automatically protect personal assets, reduce taxes, or provide long-term continuity. Proper trust and entity structuring together is what creates real protection.
What’s the difference between a will and a trust?
A will controls distribution after death and goes through probate.
A trust can operate during your lifetime, provide privacy, and help protect assets from unnecessary court involvement and will avoid probate.
When is the right time to plan?
Before there’s a problem.
Once lawsuits, tax disputes, or creditor issues begin, options become limited. Positioning works best before pressure hits.
Who should be doing this kind of planning?
Business owners, professionals, investors, and families with assets, income, or growth plans—especially those who feel exposed or unsure their current plan will hold up.
How do I know if my current plan is enough?
If your plan relies only on a will, LLCs, or a basic revocable trust, it’s worth reviewing. Most people don’t know their gaps until something goes wrong.
Can a trust really protect my assets?
Yes—when structured properly and set up before problems arise.
Trusts can reduce exposure to lawsuits, creditors, and forced claims, but timing and design matter.
Is asset protection legal or risky?
Asset protection is legal when done proactively and correctly.
Risk comes from waiting too long or using aggressive or improper strategies.
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