Home of Parallel Trust Company of California
9201 Wilshire Blvd, Suite 205
Beverly Hills, CA 90210
Monday - Friday
9:00 AM - 5:00 PM
Parallel Advisors' Beverly Hills office provides comprehensive wealth management, family office services, and corporate trust administration for clients throughout Los Angeles and Southern California. As an SEC-registered fiduciary financial advisor, we are committed to putting your interests first while helping you work toward your financial objectives.
Our Beverly Hills office is the home of Parallel Trust Company of California (PTCOCA), an independent California-regulated corporate trustee providing professional trust administration services throughout the state.
Parallel Trust Company of California is a California-regulated corporate trustee providing professional, impartial trust administration. As a licensed trust company, PTCOCA offers institutional-quality fiduciary services with the expertise and continuity that individual trustees cannot match.
PTCOCA serves as sole trustee or co-trustee for California trusts, providing expertise in California trust law, fiduciary accounting, the Prudent Investor Rule, and administration of complex assets including real property, closely held businesses, aircraft, collectibles and mineral interests.
Why choose a corporate trustee? Corporate trustees provide institutional discipline, neutrality, regulatory accountability and continuity across generations. Unlike individual trustees, corporate trustees offer expertise in trust administration, fiduciary tax planning and California Probate Code compliance—while providing impartial decision-making that helps preserve family relationships.
Our Beverly Hills team serves high-net-worth individuals and families, entertainment industry professionals, business owners, and clients requiring sophisticated trust and estate planning services. We provide comprehensive wealth management including investment advisory, financial planning, tax planning, estate planning and family office services.
For clients with existing trusts requiring professional administration, Parallel Trust Company of California offers successor trustee services, helping families transition from individual trustees to corporate trust administration with minimal disruption.
Parallel Advisors provides comprehensive family office services in Beverly Hills and throughout Southern California. Our family office solutions include an industry-leading technology platform showing your complete net worth, consolidated financial reporting, bill pay and cash management, multi-generational wealth planning and coordination with our corporate trust services.
Together with our San Francisco headquarters and Reno office, we offer seamless family office solutions for California families seeking the highest level of wealth management and trust services.
Parallel Trust Company of California (PTCOCA) is a California-regulated corporate trustee located in Beverly Hills. As a corporate fiduciary, PTCOCA provides professional trust administration, serving as sole or co-trustee for California trusts with expertise in California trust law, fiduciary accounting and the Prudent Investor Rule.
A corporate trustee provides institutional discipline, neutrality, continuity and regulatory accountability. Unlike individual trustees, corporate trustees offer expertise in California trust administration, fiduciary tax planning, special asset management and California Probate Code compliance. Corporate trustees also provide impartial decision-making that can help preserve family relationships.
Parallel Trust Company of California administers various trust types including revocable living trusts, irrevocable trusts, generation-skipping trusts, charitable trusts and trusts holding complex assets such as real property, closely held businesses, aircraft, collectibles and mineral interests.
Yes. Parallel Advisors' Beverly Hills office provides comprehensive family office services for Southern California families, including consolidated reporting, bill pay, lifestyle management, multi-generational planning and coordination with our corporate trust services.
Ready to discuss wealth management or trust services with our Beverly Hills team?
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