National Trust Closely Held Business Association Conference – September 8-11th

We are heading down the road to Fort Worth next week for the National Trust Closely Held Business Association (NTCH) Conference at the historic Hilton Hotel in downtown.

NTCH is a not-for-profit organization that serves as an education and information resource for the bank trust industry. Membership is comprised of specialists in bank trust departments who manage closely held business interests and other professionals such as business appraisers and attorneys.

The program will include presentations on topics essential to closely held asset management, opportunities to meet some of the brightest people in our industry and a chance to network with colleagues from across the country.

For more information, check out their website.

Let us know if you’re planning to attend, because we would love to setup a time to sit down with you. Setup a meeting.


2/27/2014 – PDS and ITM TOGETHER again. Further educating the Industry in 2014.

PDS Companies and Insurance Trust Monitor joined forces in 2013 to bring you all the tools and services you need to administer and manage unique assets and life insurance policies. Well we are at it again in 2014, and will be offering another free webinar series.  This webinar series will continue to help educate you further and make you even more valuable to your clients.

There will also be CTFA and CFP® continuing education credits.

Click here to get more information and the list of webinars for 2014.

11/12/13 – PDS Companies joins the UT Arlington Gift Planning Council

PDS Companies, Inc. is located in Arlington, Texas. For many reasons, we are proud of our town and our community. One of the many important aspects of our community that we fervently support is education. As stewards of our community, we feel strongly that we must lend our time and talents to help further the reach of educational and community involvement programs offered by the wonderful University of Texas at Arlington.

Therefore, Kip Newnham, Chief Operating Officer and Vice-President of PDS Services, and Richard Jacobs, President of PDS Services, have become members of the UT Arlington Gift Planning Council. As members, Kip and Richard will provide expertise in regards to technical, marketing, resource management and other opportunities related to UT Arlington gift planning.  Kip and Richard are proud to serve as community advocates and are excited to make a positive impact in the advancement of UT Arlington programs. Part of this involvement will be webcast seminars provided by UT Arlington on topics related to Estate and Gift Planning.

Neer Patel, PetroData IT Manager and Software Developer, currently serves as National Board of Directors President of the University of Texas at Arlington Alumni Association. He also serves on the UT System Chancellor’s Centurion Council, Maverick Club Advisory Committee, 1895 Society Committee and is a member of the Edward E. Rankin Legacy Society. Neer is dedicated to enhancing key partnerships, improving communications and marketing and advancing student leadership programs at UT Arlington.

The University of Texas at Arlington is a comprehensive institution of almost 33,800 students and more than 2,200 faculty members in the heart of North Texas. It is the second largest institution in The University of Texas System. Visit to learn more.

11/5/13 – PDS Companies and California State University San Bernadino working together

PDS Companies, Inc. is undoubtedly Texan not only in location but in spirit. PDS is actively involved in local community and educational initiatives.

However, PDS is also a proud American company and a national vendor. People in Senior Leadership roles at PDS come from all across the United States. Our professional reach is national. Our commitment to community stewardship is as well.

Richard Jacobs, President of PDS Services, Inc. recently had an opportunity to provide expertise and guidance to California State University San Bernardino’s Gift Planning Council. Richard’s research and analysis of donated mineral rights helped CSUSB consider the suitability and viability of the endowment for acceptance.

PDS is Passionate about education and is Devoted to the Sustainability of award-winning programs and ground breaking research produced in California State University San Bernadino and educational programs nationwide.