THE PRIVATE TRUST COMPANY

Helping to Steward

Wealth Across Generations

...so the IRS doesn’t inherit more than your kids do.

How can we help?

Estate Structuring

We design private, irrevocable trust systems that shield your assets from unnecessary taxes, lawsuits, and probate—while keeping you in control. This is more than a plan. It’s your family’s operating system.

Trustee Coaching

You're in charge. We're your strategist.

We support your role without replacing it—guiding you through administration, compliance, and recordkeeping so your trust stays protected, aligned and ready.

Education

What good is wealth if no one knows how to use it? We train your heirs to understand the structure you’ve built, the values it protects, and the leadership it requires. Because preserving a legacy takes more than money—it takes preparation.

Our Approach

For decades, the most powerful financial strategies have been the closely guarded secrets of the ultra-wealthy.

Today, Asset Smart is changing that narrative. We're opening the vault of elite wealth tactics and sharing them with you!

Financial challenges are mounting every day. Each moment you wait could be costing you opportunities.

Our team of Estate Planning & Trust Architects are ready to guide you from financial uncertainty to prosperity and security.

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.

20+

YEARS OF EXPERIENCE

27M+

ASSETS PROTECTED

How it Works

Referral Only

We work exclusively by referral. This ensures every relationship is intentional, aligned, and rooted in trust from day one.

Get In Touch

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

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.

The Keenan Roberts Advantage

Unlock the strategies that help families and business owners grow, protect, and transfer wealth—intentionally and effectively.

Most people learn the hard way—when it’s too late. This podcast gives you an edge by breaking down the real-world tactics used by successful entrepreneurs and wealthy families to build lasting legacies. From safeguarding your business to preserving generational wealth, host Keenan Roberts makes complex strategies clear, actionable, and practical—so you can actually use them.