Who We Are

Peninsula Bay Trust Company, Inc., approaches every fiduciary relationship with expertise, efficiency and integrity. We are California’s newest, corporate fiduciary, and the first founded in Northern California to be solely dedicated to providing Trustee Services.

This means that you finally have a corporate solution, driven by compassion, sophistication and technology that seamlessly fits into your existing team of advisors. Our IaaS infrastructure facilitates a true, open-architecture platform. We oversee your current advisors, and aggregate all of your asset, estate and transactional information. These components flow into our platform, for convenient and simple snap-shot analysis and reporting. We are where tradition meets technology.

Who We Are

Peninsula Bay Trust Company, Inc., approaches every fiduciary relationship with expertise, efficiency and integrity. We are California’s newest, corporate fiduciary, and the first founded in Northern California to be solely dedicated to providing Trustee Services.

This means that you finally have a corporate solution, driven by compassion, sophistication and technology that seamlessly fits into your existing team of advisors. Our IaaS infrastructure facilitates a true, open-architecture platform. We oversee your current advisors, and aggregate all of your asset, estate and transactional information. These components flow into our platform, for convenient and simple snap-shot analysis and reporting. We are where tradition meets technology.

What We Do

  • Trust administration
  • Annual or periodic statements
  • Unique asset management
  • Custody of trust assets
  • Income collection & reinvestment
  • Family office management
  • Bill pay
  • Beneficiary distributions
  • Business governance & monitoring
  • Real property management oversight
  • Real property transactions

How We Do It

Technology

Started in the basement of a law firm in the heart of Silicon Valley, we decided there was a need for a new approach to trust services. We deploy SaaS-based instruments to produce or augment every element of our service to you. The net benefit to you is that we have more time to spend managing your family dynamics, maintaining your partnerships, and deeping your relationships.

Partnerships

It was important to us to be 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 or your beneficiaries.

Relationships

We, like you, value relationships over all else. Accordingly, we developed and maintain relationships with the best in the industry, from accountants to attorneys, title officers to bankers, property managers to home care workers, and drivers to professional case managers. We make these relationships available to you and your loved ones, and manage these new connections for you!