CPTOH

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.

Over $100 billion in assets under administration, including affiliates
Fully customizable tax-managed investment advice
Unbiased and independent analysis

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.

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Contact Us

We welcome the opportunity to speak with you.
Please call our office (216) 230-2070 or send us an email – questions@cptoh.com