PARTNERSHIPS
OUR RELATIONSHIPS MATTER
PARTNERSHIPS
OUR RELATIONSHIPS MATTER
Relationships are foundational to the PenBay structure. Like you, we value relationships over all else. Accordingly, we have developed and maintain relationships with the best professionals in their industries, from accountants to attorneys, title officers to bankers, property managers to home-care workers, drivers to case managers. We make these relationships available to you and your loved ones and manage these new connections for you!
Additionally, we work collaboratively with our corporate partners to better serve our clients, grantors, and beneficiaries. We partner with investment, legal, and tax teams in multiple geographies, and we can engage, hire, or refer as needs arise.
It is important to us to have a truly open architecture. This means that, provided they have done well by you, we partner with any asset manager, investment advisor, or financial planner with whom you have a valued, longstanding relationship. With the help of our locally based custodial partner and API (application programming interface) integration with our accounting software, we can work with your advisors and report a productive, comprehensive financial picture back to you and your beneficiaries.
We recognize it takes a team to best serve our clients. All these partners are an integral part of our process to help us meet both our client’s goals and our team’s objectives, serving as an extended resource when needed.
