Trust & Estate
Contact UsWhy Consider Trusts?
Vegh Wealth Management is engaged with our client’s wealth transfer plans and provides resources to assist with a smooth transition. This also helps assure continuity of service to a clients family from a financial advisor. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
About The 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.
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