PenBay is the first chartered trust company in Northern California dedicated solely to providing trustee and fiduciary services. The concept of PenBay grew out of an estate planning law practice located in the heart of Silicon Valley.
We offer solutions driven by compassion, sophistication, and technology that seamlessly fit into your existing team of advisors. Our infrastructure facilitates a true, open architecture platform that coordinates your current advisors and aggregates all your assets, estate, and transactional information.
We approach every fiduciary relationship with decades of experience, knowledge, and collaboration, but a new and refreshing approach.
