THE PENINSULA BAY TRUST COMPANY, INC.

WE DELIVER COMPLEX FIDUCIARY SERVICES IN A SIMPLE WAY

Our Fiduciary Partnerships

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    The PenBay Difference

    We deliver complex fiduciary services in a simple way.

    Why Choose Us

    d1

    Results Based

    We are dedicated to achieving defined and demonstrable results.

    d2

    Detailed Reports

    Our SaaS infrastructure coordinates your current advisors and aggregates all your assets. Our structure allows for efficient reporting and management.

    d3

    Collaborative Team Approach

    We work collaboratively with our corporate partners to better serve our clients, grantors, and beneficiaries.

    Our services

    • Trust Administration.
    • Custody of Trust Assets.
    • Beneficiary Distributions.
    • Real Property Management Oversight.
    • Annual or Periodic Statements.
    • Income Collection & Reinvestment.
    • Business Governance & Monitoring.
    • Real Property Transactions.
    • Unique Asset Management.
    • Bill Pay.

    MANAGE YOUR FIDUCIARY RELATIONSHIPS

    We value relationships over all else. Accordingly, we have developed and maintain great relationships with the best professionals in their industries, from attorneys, accountants, and title officers, to drivers, to case managers. We make these relationships available to you and your loved ones while managing these new connections for you!

    Latest News

    The strength of Peninsula Bay Trust Company, Inc., can be found in the people who operate our company and the team they have built. Below are our senior team members.

    What Our Clients Say

    These testimonials written by our regular clients are the best way to find out more about Finway’s level of service and expertise.

    Meet Our Team

    The strength of Peninsula Bay Trust Company, Inc., can be found in the people who operate our company and the team they have built. Below are our senior team members.

    PAUL J. BARULICH, Esq.

    Co-Founder, Chairman & CEO

    Paul J. Barulich is a co-founder, as well as the chairman & CEO of Peninsula Bay Trust Company, Inc

    MIKKELA R. SWEET, Esq., CTFA

    Co-Founder, President

    Mikkela Sweet is a co-founder and director, as well as president of Peninsula Bay Trust Company, Inc.,

    CHELSEA J. SUTTMAN, Esq.

    Co-Founder

    Chelsea J. Suttmann is a co-founder and director, as well as chief general counsel of Peninsula Bay Trust Company, Inc.

    Get in Touch

    Feel free to complete this form, or e-mail us at info@penbaytrust.com, if you would like to learn more about what we do and how we can be of service.

      Request An Appointment

      Emily Lau

      Senior Trust Administrator

      Sr. Executive Planner

      577 Airport Blvd. Suite 130 Burlingame, CA 94010 United States

      (650) 683-8123