World Class Services
Cleveland Private Trust Company offers wealth management, co-investing, trust services, and world-class advice in tax planning and philanthropy.
Wealth Management
As your fiduciary, we will protect and preserve your family’s wealth, estate, and legacy for future generations.
Co-Investing
We only make money if you make money. We are unmatched in terms of quality deal flow, client access to seasoned executives and breadth of co-investment opportunities while maintaining a boutique corporate format.
Contact Us
We welcome the opportunity to speak with you.
Please call our office (216) 230-2070 or send us an email –