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Private Label Trust Services

Private Label Trust Services

Private Label Trust services are available through an affiliate of the New York Private Bank and Trust. We can provide institutional clients such as community banks, law firms, registered investment advisors and multi family offices the ability to offer trust services to their clients by way of outsourcing the administration, overhead costs and fiduciary liability while keeping the continuity of their brand name.

We offer institutions, including law firms, CPA firms, banks, investment advisors, and family offices, the ability to establish a Delaware private labeled trust services capability in the form of a dba or division of our affiliate, New York Private Trust Company, whereby we:

  • Perform all fiduciary administrative functions
  • Manage all regulatory matters
  • Assume fiduciary administration risk

Turn-Key Capability

Building a trust company organically from the ground up requires significant financial and human resources and can take years to become profitable. By using New York Private Bank & Trust’s Private Label Trust services, institutions without trust powers can have their trust company up and running with little or no capital outlay and no additional infrastructure. By converting their wealthy family relationships into trusts relationships, they can generate revenue at a fraction of the cost of an organically grown trust company.

Branding

All statements and client communications, including the name of the entity, is privately labeled with your institutional branding. More importantly, the documents creating the fiduciary relationship carry your institutional branding and not that of a sub-agent.

Services

Our affiliate, the New York Private Trust Company, offers a full range of trust and estate administration services on a private label basis including the administration of trusts and estates, custody of fiduciary assets, preparation and filing of tax returns, complete record keeping, fiduciary oversight and compliance with regulatory agencies. Depending on your particular capabilities, we can delegate the investment function to your institution.

Contact Information

Contact

We welcome the opportunity to speak with you. Please call our office or click the link below and send us a note.

information@nypbt.com

New York Private Bank & Trust
6 East 43rd Street
New York, NY 10017
(212) 850-4085

New York Private Bank & Trust
Florida Office
1605 Main Street
Suite 606
Sarasota, FL 34236
(941) 328-1390

New York Private Bank & Trust
Ohio Office
600 Superior Avenue
Suite 1000
Cleveland, OH 44114
(216) 452-5559