Trust Services - Certified Financial Planner Conroe TX | Starr Financial
Products & Services | Independent Asset Management | Financial & Estate Planning | Business Retirement Plans | College Planning | Insurance | Concentrated Stock & Stock Option Planning | Trust Services
We offer through The Private Trust Company, comprehensive trust administrative services for the following types of accounts:
- Revocable Living Trusts
- Charitable Remainder Trusts
- Charitable Lead Trusts
- Special Needs Trusts
- Irrevocable Living Trusts
- Agency Relationships
- Custodial Relationships
- Private Foundations
- Guardianships
- Family Office Group Relationships
- Rabbi Trusts
- Irrevocable Life Insurance Trusts
Click one of the links below to learn more:
- About The Private Trust Company
- What Does a Trustee Do?
- Why Use a Professional Trustee?
- Advantages of Using The Private Trust Company
- Getting Started
- Glossary of Estate Planning Terms
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.