We are an independent trust company guiding generations forward to protect and sustain family legacies. As an independent trust company, our sole focus is on trust and estate administration. We do not provide investment advice. Instead, we partner with a family’s selected advisors to create a best-in-class team.
Who is Pendleton Square?
Our Services
When we set out to create our company, we did what thoughtful advisors do. We listened. That philosophy has carried through to the people we serve. We learn a family’s unique needs and customize our trust and estate services to meet those needs. Through this deep partnership, our team serves as a steward to guide and navigate established estate plans.
The Pendleton Square name is inspired by the 7th century, Old English word meaning hilltop settlement. Our name represents a stronghold set on high, a source of protection, a source of vision, a source of direction.
For Advisors
Pendleton Square partners with a client’s team of Advisors to achieve best-in-class results.
Why Pendleton Square?
The advantages of choosing Pendleton Square for your trust and estate needs.
WANT TO JOIN OUR TEAM?
We would love to hear from you and welcome resume submissions from qualified applicants.
