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Serving Families in Perpetuity
A private asset protection company is a specialized organization dedicated to providing private trust and fiduciary services to single family groups. Its main objective is to reduce tax liabilities and offer protection against potential threats such as creditor actions, divorce proceedings, legal suits, and court judgments.
About Us
Welcome to TrustBridge Group — your partner in protecting wealth and securing your legacy. We specialize in private trusts, wealth transfer planning, asset management, retirement packages, and life insurance products, including Indexed Universal Life, Term with Living Benefits, and Annuities.
Our asset protection strategies begin with a deep understanding of your unique risks and goals. With over 30 years of proven legal methods, we help you safeguard your assets—whether you're minimizing taxes or preserving a family business.
Private trusts offer you control and flexibility, and we tailor every plan to ensure optimal protection. From setup to back-office support, we’re with you every step of the way.
At TrustBridge Group, your financial security is our priority. Contact us to build a personalized, lasting protection strategy.
Our Services
Choosing a Protection Strategy
Private trust companies (“PTC”s) offer many advantages to families in the management of irrevocable trusts used for estate planning and, in the context of family businesses, a vehicle for succession planning. These benefits include:
Private Trust Companies
A PTC structure can be a focal point for a trust structure. Our global team can provide guidance and experience in the establishment and management of a PTC.
As more and more states enact legislation to encourage private trust companies (PTCs), these structures are gaining in popularity. For families who hold family businesses, have active investment- oriented family offices, or who are simply frustrated by the constant turnover and service limitations of their institutional fiduciaries, the private trust company offers a unique opportunity to further both the estate planning as well as the family governance aspects of their wealth management plans. However, the path from choosing to pursue a private trust company charter to actual operation can be full of challenges for families who fail to address substantive operational and governance issues up front. This article provides a brief overview of the PTC landscape and attempts to lay out some of the pros and cons of this structure.
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Benefits of a Private Trust Company
Avoiding trusteeship changes
PTCs avoid the need for future changes of trusteeship. Instead, only the management agreement between the PTC and the licensed administrator would need to be terminated and a new agreement entered in to.
Trustee liability
Professional trustees are always aware of their liability. As a result, professional trustees are reluctant to take ownership of assets or participate in ventures where substantial risk may be present.
Family control
PTCs mean that you, and your family members, have more control over trust affairs without compromising the validity of the family trusts.
Philanthropy
PTCs can make confidential philanthropic payments whilst ensuring the person managing the structure understands their thought process in providing for such causes.
Confidentiality
Ownership of the structure can remain confidential when structured with the use of, for example, a purpose trust.
Flexibility
PTCs are likely to be more flexible and agile when dealing with trust assets, as well as easier to manage.
Client Testimonials
Contact Info
Monday - Friday: 10am - 4pm EST
Saturday - Sunday: Closed
