What Peak Trust Company does

Peak Trust Company is an independent, privately held professional trust company founded in 1997 in Anchorage, Alaska, operating under separate state charters in Alaska and Nevada. The company was established immediately following passage of the Alaska Trust Act — legislation its founders helped draft — and was the first professional trustee to administer trusts under modern sophisticated trust laws including dynasty trusts, asset protection trusts, and Alaska Community Property Trusts. It serves three primary customer segments: estate planning attorneys seeking a professional trustee for complex client plans, high-net-worth families requiring multi-generational wealth structuring, and financial advisors who want a directed or delegated trustee that preserves their investment-control role.

The core product portfolio spans 20+ specialized trust and custodial services, organized into trustee services (full, directed, delegated, and bifurcated/trifurcated), retirement account services (Self-Directed IRA and Peak Advantage Trusteed IRA), and a wide range of specialized irrevocable trust structures (ILITs, IDGTs, SLATs, QPRTs, GRATs, Charitable Trusts, Special Needs Trusts, Generation-Skipping Trusts, and others). Underlying technology is a trust administration platform accessed through a secure client portal at peaktrust.accessasc.com; there is no public API, mobile application, or disclosed AI/automation layer. The platform is positioned primarily as a secure document-submission and account-access tool rather than a differentiated technology product.

The business model is fee-based and recurring, with annual billing on trust administration and custodial services. Pricing is bespoke — proposed after a trust officer reviews the trust document — with no publicly disclosed rate cards. Go-to-market is relationship-driven and referral-led, anchored in attorney and financial-advisor networks, supported by thought-leadership content (podcasts, webinars, knowledge base) and active participation in estate planning councils and legislative engagement. The firm is self-owned (no PE/VC), employs approximately 40 staff across two offices, and undergoes three independent examinations annually in addition to financial audits.

Name

Peak Trust Company

Legal name

Peak Trust Company

Website

https://peaktrust.com

Company type

Private

Founded year

1997

Operating status

Operating

Headcount range

11–50 employees

Short description

Peak Trust Company is an independent, privately held professional trust company founded in 1997, operating under separate Alaska and Nevada charters. It provides bespoke trustee, self-directed IRA, and specialized irrevocable trust administration services for estate planning attorneys, high-net-worth families, and financial advisors.

Ownership category

akta.pro rank

Product category

Trust Administration Services

NAICS

Trusts, Estates, and Agency Accounts (52592), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (525920)

akta.pro primary industry

Trust Administration & Fiduciary Accounting Services (FSAAANAF)

akta.pro secondary industries

Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF), Estate Planning, Trust Structuring & Governance (FSAAADAF), Directed Trust & Trust Advisory Services (FSAAANAK), Philanthropic & Charitable Trust Services (FSAAANAI), Special Needs & Supplemental Needs Trust Services (FSAAANAJ)

Keywords

• Trust administration services
• Self-directed IRA custody
• Estate planning services
• Asset protection trusts
• Fiduciary services

Headquarters

HQ city

Anchorage

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Trustee Services: Fees for professional trustee services including traditional full trustee services (fully managed), directed trustee services (non-managed), and bifurcated/trifurcated trustee services. Trust document review and acceptance process precedes fee proposal.
2. Self-Directed IRA Custodial Services: Custodial services for self-directed IRAs, LLCs and LPs, and non-traditional assets. Includes recordkeeping, bill pay, and coordination of tax returns.
3. Irrevocable Life Insurance Trust (ILIT) Administration: Administration services for fixed, variable, and private placement life insurance policies. LLC administration for life insurance holding structures.
4. Trusteed IRA: Peak Advantage Trusteed IRA providing trustee-controlled IRA structure with distribution flexibility and beneficiary control features.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels9 records

Core offering

Peak Trust Company is an independent professional trust company that provides trustee and custodial administration services for sophisticated estate planning structures. The company administers traditional, directed, and bifurcated/trifurcated trusts, self-directed IRAs, trusteed IRAs, irrevocable life insurance trusts (ILITs), dynasty trusts, asset protection trusts, and a wide range of specialized irrevocable trust structures across Alaska and Nevada jurisdictions.

Product overview

Peak Trust Company is an independent trust company providing professional fiduciary and trust administration services. The company operates across Alaska and Nevada jurisdictions, offering a comprehensive suite of trust services centered around trustee administration, self-directed IRA custodial services, and specialized trust structures. The core product portfolio includes traditional trustee services (full, directed, delegated, and bifurcated/trifurcated), retirement account services (Self-Directed IRA and Trusteed IRA), and specialized trust types (Dynasty Trusts, Asset Protection Trusts, IDGTs, SLATs, Charitable Trusts, Special Needs Trusts, Generation-Skipping Trusts, and others). The company also provides LLC administration for private placement life insurance and custodial services for non-traditional assets. Services are delivered through a client portal and coordinated with estate planning attorneys and financial advisors.

Differentiator

Problem solved

Functional benefit

Products and services

• Trustee Services

Quantifiable outcome

• Professional trustee oversight with three independent examinations annually
• +1 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators4 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• BNY Mellon Wealth Management: Major wealth manager offering personal trust, estate administration, and private banking services. Competes for the same HNW trustee mandates as Peak, though as part of a much broader product portfolio.
• Northern Trust: Large incumbent wealth manager with a substantial personal trust services practice serving UHNW families. Broader portfolio than Peak but overlaps materially on trustee services, estate planning, and IRA administration.

Direct peers

• Kingdom Trust: Specialized custodian for self-directed retirement accounts and alternative assets. Comparable on the Self-Directed IRA product line and the custodial-services-for-individual-trustees offering.
• Strata Trust Company: Self-directed IRA custodian serving clients with alternative asset allocations. Comparable specifically on the IRA custodial services component of Peak's business.
• Wilmington Trust (M&T Bank): Major independent-style trust company providing personal trust, estate, and wealth advisory services to HNW clients. Comparable on full-service trustee offerings, directed trusts, and specialized estate structures.
• Bessemer Trust: One of the largest independent trust and wealth advisory firms serving ultra-high-net-worth families. Directly comparable as a bank-unaffiliated trustee providing trust administration, fiduciary services, and specialized estate structures to HNW/UHNW clients.
• Fiduciary Trust International: Independent trust and investment management firm serving HNW families and institutions. Overlaps with Peak on directed trustee services, estate planning trust structures, and multi-generational wealth administration.
• Equity Trust Company: Leading self-directed IRA custodian providing custodial services for alternative and non-traditional assets. Directly overlaps with Peak's Self-Directed IRA and IRA services business line.
• Argent Financial Group: Independent, employee-owned trust and wealth management firm serving HNW families across multiple U.S. states. Directly comparable on independent fiduciary positioning, trust administration, and estate services.

Emerging players

• GoldStar Trust Company: Specialized custodian focused on self-directed retirement accounts and trust services. Partial overlap with Peak's Self-Directed IRA and trusteed IRA products.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xtwitter.com/peak_trust
• YouTubeyoutube.com/@peaktrustcompany
• LinkedInlinkedin.com/company/peak-trust-company

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Peak Trust Company