The PenBay Difference
What make us different from the competition
About Us
Peninsula Bay Trust Company, Inc., is solely dedicated to providing trustee and fiduciary services. We deliver complex fiduciary services in a simple way.
The PenBay Difference
Our SaaS infrastructure coordinates your current advisors and aggregates all your assets. Ours is a new, refreshing approach to the longstanding and storied office of the corporate trustee. We make the administration of your trust transparent and easily accessible. This is what sets us apart from the competition; delivering complex services in a simple way.
WE OFFER:
- Cloud-based technology architecture where we can better serve you — even during uncertain times.
- Objective and impartial advice.
- Beneficiary dispute resolution.
- Regulated services you can trust.
- Tangible property distribution: memorabilia, jewelry, artwork, cars, and other valuables.
- Flexibility and time.
- Expense payment and management.
- Providing beneficiaries with annual accounting records.
- Record-keeping and other time-consuming administrative responsibilities.
- Coordination with CPA, insurance agents, investment partners, attorneys, and other professionals.
- Adherence to trust directives.
- Expertise and understanding of legal issues.
- Expertise in trust accounting and taxation.
A Better Way to Manage Trusts!
