High Net Worth Services
Wealth Management. Reimagined.
Your needs, values, and passions are unique. That’s why we take the time to get to know you, your beliefs and goals. With a wide range of capabilities and years of experience, we can build an approach that works specifically for you, your family and your future generations. After serving wealthy clients for over three decades, there are few trust, wealth or financial technology challenges we have not seen, or solved. EPTC can help high-net worth individuals, families or family offices realize their unique goals and vision by combining the right pricing, strategy, technology and support.
Custom approach. Extraordinary results.
Eastern Point Trust Company has a management team, trust officers, investment committee, and software engineers that will collaborate with you to create solutions that are cohesive with the complexities of your needs. Custom built solutions are available on-demand, but due to the advanced nature of these services, a free, preliminary consultation with a senior trust officer is required.
Trust technology. Generations ahead.
We improved our trust administration methodology and practices, then built technology to compliment those advancements. Our technology, like Trustware, has differentiated Eastern Point from other antiquated trust companies, by allowing our clients to save time and money through efficient and logical trust creation and management software.
Stay organized. Anytime. Anywhere.
Keep your estate plan organized in a single consolidated dashboard that lets you manage relationships, investments, distributions, balances, statements, documents, and more for every trust. Even transfer your family's existing trusts for lower fees and more efficient trust management. Access documents anytime and anywhere, online through your user dashboard.
5-star support team, rated by our valued clients.
Our support team is 5-star rated in knowledge, responsiveness, friendliness, and overall experience by our valued clients.