At Pacific Trust, we listen first. Then we get to work helping our select group of clients secure their legacies for generations to come. We do this by championing our client’s vision and engaging future generations. We offer a full range of trust services, personal accounting services, and financial consulting.
We take a custom approach for every client, bringing flexibility, creativity, and deep expertise. Our clients bring us complexity, and we love every part of it.
We are a private, independently owned and operated trust company servicing a select group of clients.
Pacific Trust Company offers Trust Administration, Personal Accounting Services, Next Generation Coaching, Estate Planning Consulting, Entity Structure Planning, and Tax Planning.