America's Most Advisor-Friendly Trust Companies 2024 - 26

2024 AMERICA'S MOST ADVISOR-FRIENDLY TRUST COMPANIES
NATIONAL
ADVISORS
TRUST
Jim Combs
President and CEO
National Advisors Trust
800 East 101st Terrace, Suite 300, Kansas City, MO 64131
www.nationaladvisors.com
National Advisors Trust is a premier, independent national trust company.
We were founded in 2001 to empower advisors and the families they serve
to capitalize on the complete value of trusts and ensure the protection and
continuity of family wealth from one generation to the next.
We are dual-chartered-holding both a national trust charter that extends
trust services into all 50 states and a progressive South Dakota state trust
charter to keep clients at the forefront in one of the country's leading trust
jurisdictions. This enables advisors and families to have greater flexibility
and more options.
We work with a robust
network of advisors who
deliver financial and estate
planning to help families build
generational wealth and create
enduring legacies.
Our advisors recognize the
competitive advantage that trust
services provide-allowing a
differentiated offering, creating
deep and lasting relationships,
enhancing asset growth and
retention, and increasing the
value of their business. To help
them win, we're focused on
simplifying the complexities of
trusts, ensuring an exceptional
experience, and helping
advisors attract new assets.
We do so by providing clear
and engaging communications
to make it easier for advisors
and families to take action.
We also invest in top talent,
highest-quality solutions,
advanced technology, and
operational excellence. In
addition, we've streamlined
our onboarding and new
business processes and
enhanced our marketing
programs to help advisors
engage families and drive
new growth.
We're proud of our
successes to date, and we
look forward to continuing to
care for families while shaping
what's next for advisors, their
clients, and the industry in
2024 and beyond.
BUSINESS
STRATEGY
STRATEGY
VISION
BUSINESSMAN
IDEA
ACHIEVEMENT
CAPITAL
FINANCIAL ADVISOR
MANAGING
TAX
INNOVATION
BOARD MEETING
PRODUCTIVITY
QUALITY
FINANCE
DIRECTION
DECISION MAKING
PLANNING
BANKRUPT
GLOBAL BUSINESS
WALLET
COLLABORATION
SUCCESS
QUALITY
At their core, we believe that trusts are fundamentally about families and
the selfless pursuit of acting today to protect future generations. It's what
inspires us every day to deliver complete trust solutions and exceptional
service-and we are proud of the impact we have had over the decades.
The hallmark of our business is highly personal service and operational
excellence-driven by a team with deep expertise and knowledge,
decades of proven experience, and a commitment to quality and attention
to detail in execution.
We act as an extension of our clients-aligning our interests and priorities
with advisors, delivering complete trust services and solutions, and offering
multiple programs to help them grow their business. Our relationships
also include trust consultation, education, training, study groups for best
practices, business development support, and business integration.
Additionally, we support open-architecture custody solutions for trust
accounts and service unique assets held in both trust and custody accounts.
Above all, we are partners whose services complement those of our
advisors. While other trust companies and banks compete with advisors
for their wealth and investment management business, we are dedicated
to helping advisors grow their business. That's why we stick to our
knitting: trust services. That focus has led to our growing network of 400+
wealth management firms, 6,000+ advisors, $8 billion total assets, and
our continued recognition as one of the nation's most advisor-friendly
trust companies.
STRATEGIC FEATURES
47 ED I T A B L E L I N E I C O N S S E T
PROJECT
COMPREHENSIVE ESTATE
PLANNING FOR ULTRA-HIGH
NET-WORTH CLIENTS
CREATION OF ASSET
PROTECTION TRUSTS
CONTRACT
GROWTH
47 ED I T A B L E L I N E I C O N S S E T
CROSS-BORDER ESTATE
PLANNING
BUSINESS
STRATEGY
ORGANISATION
STRATEGY
TIME IS MONEY
BUSINESS
STRATEGY
GUIDANCE
REPORT ANALYSIS
INVESTMENT
ACHIEVEMENT
PRESENTATION
CAPITAL
PROBLEM SOLVING
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
CALENDAR
STRATEGY
ORGANISATION
ADVERTISING
ESTATE PLANNING FOR
BLENDED FAMILIES
ACHIEVEMENT
VISION
BUSINESSMAN
TAKE OVER
CAPITAL
IDEA
FINANCIAL ADVISOR
MANAGING
PROJECT
FINANCIAL ADVISOR
REPORT
MANAGING
WORKFLOW
TAX
QUALITY
INNOVATION
BOARD MEETING
FINANCE
PRODUCTIVITY
DIRECTION
GROWTH
REVENUE
DEFENSE STRATEGY
FINANCE
DIRECTION
TIME IS MONEY
DECISION MAKING
GUIDANCE
FINANCIAL STRATEGY
PLANNING
BANKRUPT
DECREASE
MONEY SEARCH
VISION
BUSINESSMAN
IDEA
TAX
CONTRACT
INNOVATION
BOARD MEETING
PRODUCTIVITY
RETIREMENT ASSET
ESTATE PLANNING
SPECIAL NEEDS TRUST
FORMATION
47 ED I T A B L E L I N E I C O N S S E T
SUCCESSION PLANNING FOR
FAMILY BUSINESSES
PROJECT
CONTRACT
SUSTAINABLE ESTATE
PLANNING
GROWTH
ORGANISATION
ESTATE PLANNING FOR HIGHNET-WORTH
INDIVIDUALS
TIME IS MONEY
ORGANISATION
REPORT ANALYSIS
CALENDAR
DECISION MAKING
PLANNING
BANKRUPT
REPORT ANALYSIS
INTEGRATING ADVISORS IN
TRUST MANAGEMENT
GLOBAL BUSINESS
INVESTMENT
WALLET
ORGANISATION
COLLABORATION
SUCCESS
ADVERTISING
GLOBAL BUSINESS
WALLET
COLLABORATION
SUCCESS
PRESENTATION
PHILANTHROPIC ESTATE
PLANNING
PROBLEM SOLVING
REPORT
WORKFLOW
REVENUE
PRESENTATION
TAKE OVER
GUIDANCE
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
CALENDAR
INVESTMENT
ORGANISATION
ADVERTISING
TAX-EFFICIENT PLANNING
FOR MAJOR TRANSACTIONS
TAKE OVER
PROBLEM SOLVING
REPORT
WORKFLOW
U.S. ESTATE AND TAX
PLANNING FOR
REVENUE
DEFENSE STRATEGY
DEFENSE STRATEGY
NONRESIDENT ALIENS
26
Marketing support
includes: White-label
Brand Advantage program,
Trust Representative Office
certification, marketing
brochures, trust consultants
on demand, CE-accredited
educational programs,
advisor study groups, training
programs
New Business Contacts:
Jim Combs
President and CEO
(913) 234-8234
jcombs@nationaladvisorstrust.com
John Abbuhl
Managing Director-Advisor Relations
(913) 234-8260
jabbuhl@nationaladvisorstrust.com
CONTACT
States chartered/
licensed in: Federal Charter
(Nationwide), South Dakota
Average account size:
$2.0 million
Total assets (AUA): $8 billion
Custodians supported: We
administer trusts for accounts
held at Schwab, Fidelity, and
others
Number of relationships
with advisors: 400+ firms,
6,000+ advisors
Fees:
Annual minimum fee: $4,200
Fee scale (directed trust
services):
Up to $2 million
Next $3 million
Over $5 million
0.50%
0.45%
0.25%
Number of in-house
experts: 18+ including Juris
Doctors, Attorneys with
Master of Laws, Certified
Trust & Fiduciary Advisors,
Trust Officers, CPAs, Certified
Securities Operations
Professionals
Trust accounting system:
FIS AddVantage
Supports directed trusts: Yes
Supports delegated trusts: No
Typical timeframe for
acceptance of new trust:
Conditional acceptance within
5 business days
https://www.nationaladvisors.com/ http://nationaladvisorstrust.com
America's Most Advisor-Friendly Trust Companies 2024

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