National Advisors Trust

National Advisors Trust administers corporate-directed trusts, combining professional trust services with existing investment advisors.

National Advisors Trust delivers trust administration, custody, and related services for financial advisors and their clients.

Charitable Lead Trusts allow donors to support causes while transferring wealth to heirs in a tax-efficient manner.

Generation-skipping trusts help families pass wealth efficiently across generations.

Irrevocable Life Insurance Trusts (ILITs) provide benefits and key considerations for estate planning.

The page explains how Intentionally Defective Grantor Trusts (IDGTs) work and their potential impact on families.

National Advisors Trust offers career opportunities in professional trust services for financial advisors and families.

Andrea Davis advises entrepreneurs as a leadership expert and Professional Implementer of the Entrepreneurial Operating System (EOS).

Charles E. Clapp III serves as President of Howland Capital Management, focusing on portfolio management, estate planning, and acting as trustee for clients.

Dan is Founder and CEO of Family Investment Center, a fee-only investment advisory firm advising clients on wealth preservation since 1984.

Guy recently retired from his position as Chief Information Officer of CommunityAmerica Credit Union, a $2.5 billion community-based credit union. Prior to joining CommunityAmerica Credit Union, Guy held lead information technology positions at Primedia/Intertec Publishing, RR Donnelley & Sons, and KPMG Consulting. A native of Buffalo, New York and an Illinois licensed CPA, Guy holds […]

National Advisors Trust, founded in 2001, provides trust services for financial advisors and families across generations.

National Advisors Trust provides trust administration, custody services, advisor support, and estate planning assistance.

The National Advisors Trust network connects clients with financial advisors for trust and estate planning coordination.

National Advisors Trust provides trust administration and custody services, working with financial advisors to support families across generations.