Trust Service Advisors in Seattle, WA
Pacific Portfolio Trust Company
We formed Pacific Portfolio Trust Company to serve the personal and charitable trust needs of our clients who desire a corporate fiduciary. As a professional trustee, we add expertise, objectivity, and thoughtful decision-making while taking responsibility for all aspects of managing trusts. Our comprehensive, coordinated approach relieves clients from attending to the multitude of details that are required to manage them properly.
We offer an array of integrated services to private clients who entrust us with at least $2 million in assets to manage on a discretionary basis. We will coordinate the work of your other advisors, and have access to any specialists that you might need.
Why Choose Pacific Portfolio Trust Company
Professional Expertise
Our team brings specialized knowledge in trust and estate administration, investments, tax planning, and legal compliance to ensure optimal outcomes.
Impartial Objectivity
We provide unbiased decision-making free from family dynamics and emotional attachments, ensuring fair treatment for all beneficiaries.
Institutional Continuity
Our institutional stability ensures uninterrupted service regardless of personnel changes, illness, or death, providing peace of mind for long-term trusts.
Liability Protection
Using a corporate fiduciary protects family members from personal liability associated with serving as trustees or executors.
Our Fiduciary Services
Corporate Trustee
Professional trust administration with expertise, objectivity, and institutional continuity to ensure your trust is managed according to your wishes.
Estate Administration
Efficient and professional estate settlement services that reduce the burden on your loved ones and ensure your wishes are carried out.
Agent for Trustee
Professional support for individual trustees, providing expertise and administrative assistance while they maintain control over key decisions.
Agent for Executor
Administrative support and guidance for individual executors, helping them fulfill their duties while maintaining control over the estate settlement process.
Why Choose a Corporate Fiduciary
Financial/Estate/Investment Planning
Go beyond traditional forecasting through a detailed consideration of your legacy goals.
Trust Appointments
Meet with the Trustor to develop an understanding of their needs and intent, take custody of and invest all trust assets, and treat all beneficiaries fairly.
Discretionary Investment Management
Establish and implement an investment policy statement.
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Our professionals welcome the opportunity to develop a customized wealth management solution. Meet the team
our family?
Should we set up a trust? What types of trusts are there and which one is right for our family?
Trusts are valuable tools which allow you to exercise control over your family legacy which would not otherwise be possible. Instead of leaving all of your assets outright to one individual, for example, placing those assets in a trust will allow you to provide benefits to multiple beneficiaries. There are a myriad of uses of trusts. Your relationship officer at the Pacific Portfolio Trust Company can explore their many uses to prepare you for a planning session with your other advisors such as CPAs and attorneys.
Because a trust allows you to control how your assets are managed both during and after your lifetime, people with special circumstances, such as those who are caring for a child or family member with special needs, or managing succession planning for a closely held business, find it to be a very appealing option. A trust even allows you to specify certain conditions that must be met in order for a transfer of assets to be completed.
We specialize in the below types of trusts which are in common use today:
- Living Trust
- Credit Shelter, or By Pass Trust
- IRA Rollover
- Grantor Retained Annuity Trust (GRAT)
- Charitable Trusts
- Qualified Personal Residence Trust (QPRT)
- Qualifying Terminal Interest Property (QTIP)
- Special Needs Trusts
- Spendthrift Trusts
Should I name a family member as a trustee? Wouldn’t it be more cost effective than hiring a corporate trustee?
While each family’s situation is unique, the short answer is often "No" to both questions. Naming someone already known to your beneficiaries, and whom you trust, doesn’t mean they are the appropriate party to name as your fiduciary. Do they have the expertise and time to manage your trust? Can they remain impartial if they too are named beneficiaries?
At Pacific Portfolio we have specialists in all of the fields necessary to properly manage trusts, and the desire to serve your interests over multiple generations. We are locally owned and managed, so we can develop close relationships with you and your beneficiaries. Our fees are inclusive, meaning they cover the costs of investment advice, custody, accounting, and fiduciary services, which is more efficient and cost-effective than contracting for each separately.
Aside from costs, we believe that our investment expertise would be hard for any private Trustee to match. The “opportunity cost” of an inefficient trust investment portfolio could have a huge impact on whether or not your trust lives up to your expectations. We can structure a portfolio that balances risk and return and matches the objectives set out for your trust. Properly managed, your portfolio should cover all of your expenses, while maximizing long-term results.
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