WHERE TRADITION MEETS TECHNOLOGY

Owner

Goods & Services

Peninsula Bay Trust Company is a trust company that provides the following services: - DISTRIBUTIVE SERVICES (Mandatory and discretionary distributions, made with Income and Principal distinctions, according to trust directives.) - REGULATORY and LEGAL (Expertise in legal and compliance matters with regulatory oversight.) - ACCOUNTING and RECORDKEEPING (Record maintenance and monthly reporting to Grantor and/or beneficiaries.) - CHARITABLE TRUST (Charitable and Philanthropic support, administration and services to create efficiences and maximize tax benefits.) - TAX (Coordinating and/or preparing and filing tax returns, trust tax payments, and providing K1s to beneficiaries.) - ESTATE SETTLEMENT (Premier estate settlement services, such as guidance to families, asset liquidation, and timely beneficiary distributions.) - REAL ESTATE and UNIQUE ASSETS (Manage and implement strategy for all real and unique asset holdings.) - FAMILY OFFICE AND BUSINESS (Family Office solutions for business owners, including coordination for closely held entities.)