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EXPERIENCED. KNOWLEDGEABLE. COLLABORATIVE.

THE PENINSULA BAY TRUST COMPANY

Peninsula Bay Trust Company (PenBay), is one of California’s newest corporate trustees and the first founded in Northern California to be solely dedicated to providing trustee and fiduciary services. We started in the basement of a law firm in the heart of Silicon Valley, where we decided there was a need for a new approach to delivering trust services.
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THE PENINSULA BAY TRUST COMPANY

WE DELIVER COMPLEX FIDUCIARY SERVICES IN A SIMPLE WAY

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    Our SaaS infrastructure coordinates your current advisors and aggregates all your assets. Ours is a new, refreshing approach to the longstanding and storied office of the corporate trustee.
    about us

    The PenBay Difference

    Results Based
    Why Choose Us
    Results Based
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    Detailed Reports
    Why Choose Us
    Detailed Reports
    Our SaaS infrastructure coordinates your current advisors and aggregates all your assets. Our structure allows for efficient reporting and management.
    Collaborative Team Approach
    Why Choose Us
    Collaborative Team Approach
    We work collaboratively with our corporate partners to better serve our clients, grantors, and beneficiaries.
    What We Do For You

    Our Fiduciary Partnerships

    PenBay continually delivers superior service, overlaid with our knowledge and expertise.
    Agricultural Services

    Agricultural Services

    We provide a full array of agricultural services from complete farm management to specific assignments like profitability analysis
    Distributive Services

    Distributive Services

    Mandatory and discretionary distributions made with income and principal distinctions, according to trust directives.
    Regulatory & Legal

    Regulatory & Legal

    Expertise in legal and compliance matters, with regulatory oversight.
    Accounting & Recordkeeping

    Accounting & Recordkeeping

    Record maintenance and monthly reporting to grantors and/or beneficiaries.
    Peninsula Bay Trust Company

    OUR ADOPTEE

    This year, PenBay has adopted Boys & Girls Clubs of the Peninsula (BGCP).
    We have selected an organization whose community-minded focus is very much in line with PenBay’s mindset for our community and our business — simple interactions for complex community concerns.

    Academic enrichment and support.

    College and career exposure

    Complete case study

    Our complete case study worldwide in a year

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    Business consulting
    Business consulting 85%
    digital marketing
    digital marketing 95%
    Business development
    Business development 70%

    A Better Way to Manage Trusts!

    Cloud-based technology architecture where we can better serve you — even during uncertain times.
    Faq

    Frequently Ask & Questions

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    Our Team

    Meet Our Team

    Our testimonials

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    Latest blog

    Trust Talk Blog

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