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Trust Services

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

The Private Trust Company offers administrative services for the following types of accounts:

  • Revocable or Living Trusts
  • Irrevocable Trusts
  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Special Needs Trusts
  • Life Insurance Trusts
  • Private Foundations
  • Agency
  • Custodial
  • Guardianships
  • Family Office Group