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
Results Based
We are dedicated to achieving defined and demonstrable results.
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
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.
Complex Fiduciary Services Made Simple
What Our Clients Say
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 & CEOPaul 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, PresidentMikkela Sweet is a co-founder and director, as well as president of Peninsula Bay Trust Company, Inc.,
CHELSEA J. SUTTMAN, Esq.
Co-FounderChelsea 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.
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Emily Lau
Senior Trust Administrator