THE PENBAY STORY

EXPERIENCED. KNOWLEDGEABLE. COLLABORATIVE.

THE PENBAY STORY

EXPERIENCED. KNOWLEDGEABLE. COLLABORATIVE.

Peninsula Bay Trust Company, Inc. (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.    

We offer a corporate solution, driven by compassion, sophistication, and technology, that seamlessly fits into your existing team of advisors. Our SaaS infrastructure facilitates a true, open architecture platform that coordinates your current advisors and aggregates all your asset, estate, and transactional information.

THE PENBAY STORY

EXPERIENCED. KNOWLEDGEABLE. COLLABORATIVE.

Peninsula Bay Trust Company, Inc. (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.    

We offer a corporate solution, driven by compassion, sophistication, and technology, that seamlessly fits into your existing team of advisors. Our SaaS infrastructure facilitates a true, open architecture platform that coordinates your current advisors and aggregates all your asset, estate, and transactional information.

The components flow into our platform for convenient and simple snapshot analyses and reporting. The net benefit to you is we can spend more time managing your family dynamics, maintaining your partnerships, and deepening your relationships.

We approach every fiduciary relationship with experience, knowledge, and collaboration. Ours is a new and refreshing approach to the long-standing and storied office of the corporate trustee.