Custodial Services

Peak Trust

Custodial Services:

  • Custodial services for self-directed IRAs (Individual Retirement Accounts)
  • Custodial services for LLCs and LPs
  • Custodial services for LLCs holding private placement life insurance
  • Custodial services for non-traditional assets
  • Bill pay for custodial accounts


Peak Trust Company offers custodial services for a range of account types, including trusts with individual trustees, LLCs and LPs, and self-directed IRAs. For custodial accounts, Peak can provide recordkeeping, bill pay, coordination of tax returns, and much more. Within custodial accounts, Peak can hold a nearly unlimited range of traditional and non-traditional assets such as LLCs and LPs, life insurance policies, and mortgage-backed promissory notes.