Being an independent private trust company, Cornerstone Private Asset Trust Company, LLC, provides services that other trust companies will not. We are your trust services partner. We serve as trustee for any type of trust, including dynasty trusts, charitable remainder trusts, revocable living trusts, and trusts under wills. We serve as the agent for individual trustees, and as conservators, personal representatives and executors of estates.
We meet many business owners who excel at running their businesses, but do not want to be experts in the retirement planning area. We are your retirement services partner. From high quality investment options, to compliance, we actively serve both our plan sponsors and their employee participants. We create the right plan for your business, delivered on the foundation of exceptional service. Throughout the process, we keep you informed on the status of your plan, as well as your fiduciary responsibilities.
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