Principles & Values
Who We Are
Perkins Coie Trust Company LLC, a trust company chartered in the state of Washington, is a wholly owned affiliate of Perkins Coie LLP. Perkins Coie Trust Company provides financial management of both personal and trust assets. Our team of trust, investment and financial planning professionals works in concert with the lawyers of Perkins Coie LLP to help our clients navigate changing tax laws, volatile financial markets and increasingly complex investment options so that our clients can ensure their long-term financial security â€“ and that of their families and other beneficiaries.
To be the trusted advisor of choice by delivering an unparalleled level of service to our clients and their family members as trustee and executor, investment manager, and financial advisor dedicated to uncompromised integrity, objectivity, and quality.
Our clients’ and their families’ interests are the driving force behind our commitment to client service. We hold ourselves to the highest ethical standards and take a client-driven approach that mandates strong adherence to discipline and objectivity in all that we do. We are accountable stewards of client and company resources. We believe that lifetime learning through continued education is important for improving our skills and providing the exceptional service our clients expect and deserve.
We collaborate with our clients to plan the best strategy for achieving their goals. Each client’s investment solution is tailored to fit his or her unique situation. We work hard, we work smart and we work together.
Whom Do We Serve?
Perkins Coie Trust Company offers advisory and fiduciary services to a broad range of clients from private clients, their families and family offices to charitable organizations. We provide a full spectrum of trust administration and estate settlement, investment management, and financial planning services. Clients serving as the trustee or executor for family members may appoint us as an investment advisory agent to assist them in fulfilling their fiduciary duties.
Our professionals work together with other important members of each client’s advisory team to develop the solutions that best meet their needs and desires.
What Makes Us Different?
As a boutique trust company, we offer clients distinctive benefits. We are stewards of our clients’ wealth. Superior client service, coupled with disciplined and ethical practices, are ingrained in our culture and our delivery. We take responsibility for those decisions we make on your behalf. We are bound by our fiduciary obligation, and we know that we must earn your trust. Our seasoned professionals are committed to acting in your best interests at all times.
We are here when you need us. You have ready access to a client team that works closely with you to achieve your financial goals. Whether you are seeking confidence in retirement, interested in tax-aware investing or leaving a legacy, we take the time to develop investment policies and construct portfolios that meet your unique financial objectives in accordance with your risk tolerance. Our investment selection is free of conflicts of interests and our proven track record reflects our ability to deliver respectable risk-adjusted returns over time through proven principles of portfolio diversification and re-balancing.
Research found that 76% of all high-net-worth individuals feel they need guidance managing their investments.
Source: RBC Wealth Management