Nationwide trust and custody services are available in all 50 states, including South Dakota
, /PRNewswire-PRWeb/ — Naviter Wealth, LLC today announced it has launched Naviter Trust. The firm now offers comprehensive corporate trust and custody services through its partnership with National Advisors Holdings, Inc. and its various subsidiaries. As a Trust Representative Office, it is authorized to do business in all 50 states, including South Dakota.
Naviter Trust provides leading technology and a team of seasoned trust professionals to deliver high-touch administrative support. Solutions often include the use of instruments such as charitable trusts, generation skipping trusts, dynasty trusts, and irrevocable life insurance trusts.
Through the use of the directed trust model, Naviter Trust is able to pair high-end administrative trust functions with its own investment platform. This flexibility allows those who have a need for a corporate trustee to also have access to a suite of investments curated for families who have accumulated significant wealth.
“We are committed to helping our clients protect and grow their family’s wealth for multiple generations,” said Bentley Blackmon, CEO at Naviter Wealth. “Trust services are essential, but historically have only been available through large institutions. Our firm now provides this much-needed service directly to our clients.”
Visit https://naviterwealth.com/complete-trust-services/ for more information and to contact the firm directly about these services.
About Naviter Wealth
Naviter Wealth, LLC (headquartered in Little Rock, AR and serving clients nationwide) is a private and independent wealth management firm with deep expertise assisting families that have experienced a notable liquidity event and executives of publicly traded companies. Our approach is firmly rooted in a strong value system. We strive to be accountable, reverent, prudent, and conscientious in everything we do. While many of our clients first come to us for traditional wealth management, they often find they need a range of integrated services. We can help coordinate true alternative investment strategies, offer guidance related to lending, insurance, and tax management, and provide estate planning support to help ensure their financial needs are met and risks fully mitigated. Our independence enables us to leverage best-in-class resources and innovative strategies to address each individual client’s unique situation. Our ultimate goal is to provide such thoughtful, proactive, and professional service that you’ll never consider working with anyone else. Partner with us at https://naviterwealth.com/.
About National Advisors Holdings, Inc
National Advisors is a family of companies, providing expert nationwide trust, custody and concierge services to trust advisors and the families they serve. The Company through its subsidiaries offers management of funds, trusts, custodial, concierge, marketing, and educational services. Their mission is simple and clear: To provide expert trust and custody solutions to trusted advisors and the families they serve.
Naviter Wealth, LLC, a Trust Representative Office of National Advisors Trust Company (NATC) and National Advisors Trust of South Dakota, Inc. (NATSD), doing business as Naviter Trust.
Lisa Graham, Graham Media Partners, 1 610-715-4824, [email protected]
SOURCE Naviter Wealth