The Private Trust Company

Creating a trust can create a context for important family conversations. MacNaughton & Associates LLC offers our clients access to trust services through The Private Trust Company, a subsidiary of LPL Financial Holdings Inc. (“LPLA”).

Comprehensive Financial Planning


A Common Misconception

A common misconception is that only the very wealthy benefit from establishing a trust. But trusts can benefit anyone who wants:

  • Confidence in how, when, and to whom assets will transfer.
  • Clarity on investment framework: who will manage the assets and according to what standards.
  • Asset protection and wealth preservation for future generations.
  • Tax benefits.
  • Ongoing support to family members, with frameworks suitable for each individual.
  • For some, ongoing support to valued charities.

A Trust Can Provide Confidence

A trust can provide confidence that you have a plan in place to help provide for the management and distribution of family assets in accordance with your wishes, goals, and objectives. Trusts can be revocable or irrevocable. A revocable trust can ensure that your assets will be protected, managed & distributed according to your wishes when you aren’t able to do so yourself – and that you can change the trust’s provisions as life unfolds. An irrevocable trust can provide creditor protection, controlled giving to family members, tax-efficient charitable gifting.

MacNaughton & Associates LLC can coordinate with your own estate planning counsel and the Private Trust Company to serve the needs and goals of your revocable living trusts and also irrevocable trusts. For more information about The Private Trust Company, visit Private Trust Company: Planning, Administration & More (

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of
LPL Financial