America’s Most Advisor-Friendly Trust Companies Showcase - Flipbook - Page 34
2026 ADVISOR-FRIENDLY TRUST COMPANIES
PEAK TRUST
Matthew
Blattmachr
President & CEO
At Peak Trust Company,
we empower advisors to
focus on what they do best:
managing client relationships and assets. Our team
of trust experts complements
advisors’ skills by delivering
the sophisticated trust and
estate planning solutions
their ultra-high-net-worth
clients require.
We work hand-in-hand
with advisors to navigate the
intricacies of complex trust
structures. As an independent trust company, we
give advisors the autonomy
to manage assets directly,
while we handle the detailed
administrative aspects.
Advisors choose Peak Trust
Company for our unique
combination of flexibility,
specialized knowledge, and
unwavering commitment to
their success. With our presence in key states known for
their tax and asset protection
advantages, we provide
the comprehensive service
discerning clients demand.
At Peak Trust Company,
we take pride in being an
expert resource and reliable
partner that enables advisors
to deliver unrivaled value
to clients while maintaining
control over their client relationships. Together, we offer
the seamless, sophisticated
service ultra-high-net-worth
clients expect.
Peak Trust Company
3350 Midtown Place, Ste 300, Anchorage, AK 99503
1840 E Warm Springs Rd, Ste 105, Las Vegas, NV 89119
www.peaktrust.com
New business contact name:
David Smythe
Business Development Officer
Phone: (888) 544-6755
Email: expert@peaktrust.com
Website: www.PeakTrust.com
CONTACT
States chartered/licensed in:
Alaska, Nevada
Peak Trust Company is the partner of choice for advisors seeking
an experienced, accessible and reliable trustee for their clients’
sophisticated trust plans. With our team of highly credentialed
experts, advisors gain the support to navigate complex situations
and keep clients’ assets under their management.
Average account size:
$25 million
Since 1997, Peak Trust Company has been a recognized leader in
the estate planning field. Unlike traditional trust companies, trusts
are our core business—allowing us to offer unmatched expertise,
flexibility and advisor-friendly solutions. We provide the tax
advantages of Alaska and Nevada situs, coupled with reasonable
fees and unparalleled service.
Fees
As an independent and advisor-agnostic trust company, we are
dedicated to advisor success. Our nationwide presence and ability
to serve international clients means advisors can rely on us as a
consistent partner as their business grows and evolves. With Peak
Trust Company, advisors gain a committed ally in providing clients
with tailored, best-in-class trust solutions.
Number of in-house experts:
6 JDs, 1 CFP, 2 CFAs, 4 CTFAs,
1 CPA, 1 CMAs 2 CSOPs,
2 CTOPs, 1 CIPM, 1 CFMP,
1 CISSP, 1 CAIA, 3 CFIRS
Total assets (AUA): $21 billion
Custodians supported: All
Number of relationships with
advisors: 2,000+
Annual minimum fee: $6,000
Fee scale (directed trust
services): $6,000 minimum
flat-fee
Fee scale (delegated trust
services): $6,000 minimum
asset-based fee
Trust accounting system:
Accutech Cheetah
Supports directed trusts: Yes
Supports delegated trusts: Yes
Typical timeframe for
acceptance of new trust:
3–7 days
STR AT E G I C F E AT U R E S
COMPREHENSIVE ESTATE
PLANNING FOR ULTRA-HIGHNET-WORTH CLIENTS
Marketing support includes:
Brochures, white papers,
case studies, estate planning
tools and sample documents;
nationwide face-to-face
meetings; workshops and
events
PHILANTHROPIC ESTATE
PLANNING
RETIREMENT ASSET
ESTATE PLANNING
CREATION OF ASSET
PROTECTION TRUSTS
SPECIAL NEEDS TRUST
FORMATION
CROSS-BORDER ESTATE
PLANNING
DIGITAL ASSET ESTATE
PLANNING
SUCCESSION PLANNING FOR
FAMILY BUSINESSES
ESTATE PLANNING FOR
BLENDED FAMILIES
SUSTAINABLE ESTATE
PLANNING
ESTATE PLANNING FOR HIGHNET-WORTH INDIVIDUALS
TAX-EFFICIENT PLANNING
FOR MAJOR TRANSACTIONS
FOUNDATIONAL ESTATE
PLANNING
U.S. ESTATE AND TAX
PLANNING FOR
NONRESIDENT ALIENS
INTEGRATING ADVISORS IN
TRUST MANAGEMENT
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ABOUT PEAK TRUST COMPANY
“Peak Trust Company” is the brand for
a group of affiliated state-chartered
professional trust companies
headquartered in Anchorage, Alaska.
Separate state charters are maintained
for operations in Alaska and Nevada
as Peak Trust Company-AK and Peak
Trust Company-NV. More information
about Peak Trust Company, including
our services, investment strategies,
fees, and objectives, is available upon
request by calling (888) 544-6775, or
visiting www.PeakTrust.com.
