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Trust Management & Estate Services
Wealth Transfer Solutions
You want control of your future, to pass down a legacy and provide for the people you care about. PNC Private Bank℠ can help make it happen with experienced trust and estate administration, wealth and estate services, objective guidance and creative thinking.
Our Approach
Serving as a fiduciary for you and your family, PNC Private Bank is known for administering complex estates, multi-generational trusts, and providing asset management services. As a Trustee, PNC Bank brings an extensive array of professional advisors to address all aspects of the management and administration of a trust, in compliance with the terms of the governing document and the decedent’s wishes. When administering an estate, PNC’s professionals help reduce burdens on family members and provide objectivity, privacy, and efficiency in the estate settlement process.
Transfer Your Wealth & Leave a Legacy
Wealth strategy plays an important role in safeguarding your family or business, avoiding unnecessary taxes, and ensuring that your legacy will continue. Our PNC Fiduciary Advisors and your PNC Wealth Strategist will partner with your attorney and tax planner to design and execute customized plans that can help you achieve a careful balance of control and flexibility, shaping your family’s future while responding to its changing needs. Your PNC Advisors can assist you with:
- Evaluating insurance needs
- Protecting your assets
- Planning for taxes
- Transferring wealth and gifting
- Developing a business succession plan
Our Solutions
Experience in Implementing Trust Solutions
Whether you're seeking to manage your own assets, control how your assets are distributed after your death, or looking for a way to safeguard personal and professional assets from liability, your PNC Fiduciary Advisors will work with your attorney, accountant and other outside advisors, as well as a PNC Wealth Strategist to provide advice and help to implement an appropriate trust strategy to meet your specific needs, including:
- Asset Protection Trusts
- Dynasty Trusts
- Revocable or Irrevocable Trusts
- Charitable Remainder Trusts
- Custody Services
- Estate Settlement Services
Comprehensive Trust & Estate Services
As a national bank, PNC can administer trusts and estates in all jurisdictions. Additionally, we offer a range of creative and flexible trust solutions through our PNC Delaware Trust Company and PNC Ohio Trust Company, including Asset Protection Trust and Dynasty Trust Services. Working with clients and professional advisors throughout the United States, we can help you and your family achieve many important financial goals during your lifetime and secure a legacy for your descendants. No matter what state you reside in, the following trusts are available to you:
- Delaware Asset Protection Trusts
- Directed Trust Planning Services
- Ohio Asset Protection Trusts
- Dynasty Trusts
Insights to Guide Your Path
Transferring Family Wealth
Lifetime Gifts: Is the Window of Opportunity Closing?
The current exclusion amounts available for transfer taxes that pass down significant wealth may be too rare an opportunity to pass by.
7 min read
Transferring Family Wealth
Medical Crisis Preparedness as a Parent to Young Adults
Learn how to set a plan in place and align expectations with your child once they turn 18 in the incident of a medical crisis.
4 min read
Transferring Family Wealth
A Window of Opportunity: Taking Advantage of Low Interest Rates
When developing your family’s wealth transfer strategy, always consider how low interest rates can make a number of strategies even more effective.
6 min read
Important Legal Disclosures and Information
Important Information: At PNC we are committed to keeping you informed about any changes regarding our fiduciary status under ERISA and the Internal Revenue Code, as applicable, with respect to certain services we provide to IRA accounts. Learn More »
The PNC Financial Services Group, Inc. (“PNC”) uses the marketing names PNC Private BankSM, PNC Private Bank HawthornSM, and Hawthorn Institute for Family SuccessSM to provide investment consulting and wealth management, fiduciary services, FDIC-insured banking products and services, and lending of funds to individual clients through PNC Bank, National Association (“PNC Bank”), which is a Member FDIC, and to provide specific fiduciary and agency services through PNC Delaware Trust Company or PNC Ohio Trust Company. PNC does not provide legal, tax, or accounting advice unless, with respect to tax advice, PNC Bank has entered into a written tax services agreement. PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act.
“PNC Private Bank,” “PNC Private Bank Hawthorn” and “Hawthorn Institute for Family Success” are service marks, of The PNC Financial Services Group, Inc.
Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value.
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