LPL Private Client empowers financial advisors to provide centralized access to professionals who can offer advice and implementation strategies across the spectrum of wealth management needs. This experienced team focuses on providing the resources to address the unique needs of high-net-worth investors, including concentrated stock management, portfolio construction, risk management, investment strategies, tax strategies and wealth preservation.


Private Client Services Network

Our carefully curated list of providers can assist with:

  • Investment banking services for the sale, acquisition, or recapitalization of small and mid-sized businesses

  • Developing and implementing over-the-counter hedging and monetization strategies for concentrated stock positions

  • Business advisory services for sale readiness 

  • High-end property and casualty insurance

  • Specialty lending for aircraft, watercraft, RV, and fine art

  • Complex tax services  

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.



Private Client Services Network


Private Trust Company Guide