LPL Private Client Services and Private Trust empowers financial advisors to provide centralized access to professionals who can offer advice and implementation strategies across the spectrum of complex wealth management needs. This experienced team focuses on providing the resources to address the unique needs of high-net-worth investors. Please refer to the brochures below for additional information.
Advanced Wealth Planning
Successful to Significant
Significant wealth brings opportunity—and complexity. For high-net-worth individuals and families, effective planning requires more than technical expertise. It requires coordination, discernment, and perspective across every dimension of your financial and personal life.
Through LPL Wealth Management offerings and PTC Private Trust, we provide access to an extensive network of experienced professionals who support advanced planning and implementation needs. When appropriate, we collaborate with LPL’s High-Net-Worth Services team to help address sophisticated financial considerations with clarity and intention.
A Coordinated, High-Touch Approach
Our role is to ensure that advanced capabilities are applied thoughtfully and in alignment with your broader objectives. Depending on your circumstances, this may include support across areas such as:
- Advanced, multi-disciplinary financial planning
- Estate and philanthropic strategies aligned with your values and long-term vision
- Tax-aware planning coordinated with experienced legal and tax professionals
- Guidance around business transitions, liquidity events, and concentrated positions
- Sophisticated risk management and asset protection strategies
- Specialty lending and planning for unique or illiquid assets
Rather than offering isolated solutions, we focus on integration—helping ensure that each decision supports the whole.
Discretion. Perspective. Alignment.
Complex wealth requires a measured approach. We help bring structure to complexity, align specialists around a shared framework, and support decisions with clarity and confidence—so your financial life remains intentional, adaptable, and aligned with what matters most.
We invite you to speak with your advisor to determine which resources may be appropriate for your situation.
Private Trust Company
The Private Trust Company (PTC) is a corporate fiduciary that can serve as a professional trustee, co-trustee, agent for trustee, estate representative, estate guardian/conservator. As a part of LPL, PTC’s services integrate seamlessly with your investment management.
