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.

At Provident Trust Company, we can serve as your financial concierge. We will help you manage your financial affairs while allowing you the freedom to focus on more important matters in your life. We can tailor our services to your specific needs, such as assisting with bill-paying and record-keeping, preparing and tracking estimated tax payments and providing clear and understandable consolidated financial statements. In addition, we can manage assets and real property, provide day-to-day accountings and manage legal affairs. Depending on the relationship, Provident can also assist with family governance, financial and investment education, philanthropy coordination and succession planning. Our family office services are affordable and time-saving, and most of all you can trust that your financial matters are in capable and trustworthy hands.