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Cleveland Private Trust Company

Financial Services · Cleveland, Ohio
Website: www.cptoh.com

Cleveland Private Trust Company offers wealth management, co-investing, trust services, and world class advice addressing the ... needs of today’s high net worth family spanning art, business, tax and philanthropy. As your trusted advisor, we will protect and preserve your family’s wealth, estate, and legacy for future generations. A Family Owned Business Cleveland Private Trust Company (“CPTCO”) is a family-owned business. Our co-founders include some of Cleveland’s savviest families, entrepreneurs, notable investors and philanthropists. We have a client-centric approach to wealth management, winning the trust and confidence of our clients by delivering compelling, clear solutions with insight and integrity. Milstein Family In addition to Cleveland Private Trust Company’s local family ownership, Howard Milstein and the Milstein family, through their ownership of Emigrant Bank, are the majority owners of Ohio Wealth Partners, the holding company for Cleveland Private Trust Company. As a highly-successful family with businesses spanning multiple generations, they understand the needs of other wealthy families better than most. Their extensive business network and superior track record of success have been developed over decades. read more

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