Parallel Trust Company of California

Institutional Expertise with Personalized Service

Parallel Trust Company operates on a dedicated-relationship model, assigning each client a consistent point of contact supported by a full fiduciary team. We do not outsource administration or rely on call-center structures. Our professionals bring depth of experience in:

• California trust administration and fiduciary accounting
• Investment oversight under the Prudent Investor Rule
• Fiduciary income and transfer tax coordination
• Oversight of complex, illiquid, and special assets

This approach reflects the same bespoke service standard clients expect from Parallel Advisors.

Impartial Decision-Making That Preserves Family Relationships

As a corporate fiduciary, Parallel Trust Company is legally bound to act with loyalty and impartiality, balancing the interests of current and future beneficiaries in strict accordance with the governing instrument.

Unlike individual trustees who may be influenced by family dynamics or personal relationships, we make discretionary decisions based on fiduciary standards, documentation and grantor intent—reducing conflict and helping preserve family harmony.

Continuity Beyond the Individual

Trusts are often designed to endure for decades or generations. Individual trustees may become unable to serve due to age, illness, or changing circumstances. Parallel Trust Company provides institutional continuity, ensuring uninterrupted administration supported by a stable team and documented processes.

Regulatory Oversight and Risk Management

As a California-regulated corporate trustee, Parallel Trust Company is subject to ongoing state oversight, independent audits and formal account reviews. Our standardized controls and secure systems are designed to reduce fiduciary risk, support defensible decision-making, and deliver consistent compliance—protections individual trustees are neither required nor equipped to provide.

Transparent Fees and Singular Fiduciary Focus

Our fees are clearly disclosed and based on defined administrative and investment services. Parallel Trust Company is exclusively dedicated to fiduciary trust and investment management; we do not offer banking, lending, or deposit products that could create conflicts or dilute fiduciary accountability.

We are proud fiduciaries—legally and ethically obligated to act solely in the best interests of the trust and its beneficiaries.

The Case for a Corporate Trustee

Many families initially consider appointing a trusted individual as trustee. While understandable, individual trustees often underestimate the legal, administrative, and ongoing demands of the role. Effective trust administration requires expertise in areas such as:

• California real property oversight and valuation
• Fiduciary tax planning and reporting
• Administration of special and illiquid assets (including aircraft, collectibles, mineral interests, and closely held entities)
• Compliance with California Probate Code requirements

A corporate trustee provides institutional discipline, neutrality, continuity and regulatory accountability—advantages that cannot be replicated by even the most well-intentioned individual.