Services

Trusts

Trusts are one of the most powerful and flexible arrangements you can use to protect and provide for your loved ones. More than any other financial arrangement, trusts can increase the probability that your personal and financial goals and desires are achieved. In particular, trusts can help you preserve control over the disposition of assets, transfer wealth in a tax-advantaged manner, protect your assets, provide for the support of your loved ones, and make a difference through charitable giving; all while providing flexibility to adapt to ever changing family circumstances. Perhaps the single most important factor in the ultimate success of a trust-based estate plan is the selection of a Trustee.Read More

Investments

Your family’s future depends on your financial well-being. You can trust Provident Trust Company to manage your assets and investments so you’ll never have to worry about your family’s financial stability. Through our affiliations with Bridges Investment Counsel, Inc. and Bridges Investment Management, Inc. we can manage and adminster individualized portfolios in both personal and fiduciary accounts in accordance with the strategies developed in collaboration with you, the customer.Read More

Estates

The estate settlement process can be a daunting affair for any family to manage effectively. With decades of professional experience, Provident Trust Company can serve as your personal representative to settle your estate. Our professionals are skilled in every aspect of estate administration and are particularly sensitive to the concerns of the beneficiaries involved.Read More

Planning

There are several moving parts when it comes to planning for your financial future. At Provident Trust Company, our experienced professionals will coordinate with you and your other professional advisors to ensure that your financial plan covers all of the necessary factors relevant to your individual financial situation.Read More

Custody & Safekeeping

Provident Trust Company offers complete custodial and safekeeping services, including portfolio accounting, collection of dividends and interest, daily cash management, issuance of periodic statements, tax reporting, and recordkeeping.

Family Office

Provident Trust Company offers families of exceptional wealth the ability to consolidate strategic services such as investment management, recordkeeping, compliance, and family foundation management. Read More