our services at sarasota financial services

Trust Services

Trust Services

Trust Services

Trustees may have to make tough decisions that might not be popular with all beneficiaries. This can be a difficult role to fulfill for a family member, who may not be unbiased, or may wish to act in a manner that avoids hard feelings within the family, rather than carrying out your instructions. Also, few family members have investment management skills or expertise in fiduciary law and practice. Family members can be given important advisory roles, in approving disbursements, for example, or other exercises of discretion.

Naming a professional Trustee offers unbiased loyalty and independence to carry out wishes, knowledgeable management, protection, and defense of trust assets, and accountable collection and prudent distribution of income and assets.

At Saratoga Financial Services, we partner with The Private Trust Company, an affiliate of LPL Financial, to offer professional Trustee services. The Private Trust Company is an independent trust company dedicated to the administration of trusts and other family wealth arrangements such as family offices, businesses, and foundations. With experienced trust officers with backgrounds in law, accounting, banking, investment management, tax & business, The Private Trust Company dedicates its attention to serving clients, delivering trust services, and applying their high quality service to every step of the trust administration process.

Enjoy the comfort of knowing that your wishes will be carried out in an objective and effective manner.

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

Please review Important Disclosure Information set forth in the last section of this web site. Due to various state and federal regulations and registration requirements concerning the dissemination of information relating to investment products and services, we are currently required to limit access of this web site to individuals residing in states where we are currently registered. We are currently registered to conduct business in the following states:  Arizona, California, Colorado, Connecticut, Florida, Idaho, Illinois, Maine, Maryland, Massachusetts, Montana, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, Vermont and Virginia.