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Peapack-Gladstone Bank

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Peapack-Gladstone Bank

Overview:

PGB Trust & Investments, the financial services division of Peapack-Gladstone Bank, is one of the largest New Jersey-based asset managers with assets of nearly $2.0 billion currently under administration. With its headquarters in Bedminster and regional offices in Clinton, Morristown and Summit, New Jersey and Bethlehem, Pennsylvania, PGB Trust & Investments is known for its integrity, client service and broad range of fiduciary and tax services, specializing in:

Trustee Services

Estate Administration Services

Estate and Trust Administration Services

Charitable Trusts and Private Foundations

Investment Management Services

Custody Services

Individual Retirement Plan Services

Reporting Services

Accurate, Timely and Comprehensive Reporting - For all of the accounts described above hard copy statements can be provided on a monthly or quarterly basis. Transaction statements provide detailed listings of all receipts, disbursements and changes in account assets. Securities are priced daily and market valuation and income projections are available with each statement cycle.

History:

Peapack-Gladstone Bank was founded in 1921 by local businessmen who sought better service and convenience from their bank. Our strategy and culture stay true to our founders' core principles to this day.

With a well-recognized reputation as a high-performing boutique bank that is capable of providing the most sought after solutions, we offer an innovative approach to private banking for clients looking to establish, maintain and expand their legacy.

Our Private Wealth Management division, widely known as one of the largest New Jersey-based trust companies and wealth management firms, combined with our Commercial and Retail Private Banking divisions and our online platforms, give us the ability to provide our clients with unique and exceptional client experience.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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