Peninsula Bay Trust Company
Financial Planner - Burlingame, CA
Peninsula Bay Trust Company is solely dedicated to providing fiduciary services. We approach every fiduciary relationship with expertise, efficiency, and integrity.
Peninsula Bay Trust Company approaches every fiduciary relationship with expertise, efficiency, and integrity. We are California’s newest, corporate trustee and the first founded in Northern California that is solely dedicated to providing fiduciary services.
This means that you finally have a corporate solution driven by compassion, sophistication, and technology that seamlessly fits into your existing team of advisors. Our SaaS infrastructure facilitates a true, open-architecture platform. We oversee your current advisors and aggregate all of your asset, estate, and transactional information. These components flow into our platform for convenient and simple snap-shot analysis and reporting. We are where tradition meets technology.
