One of the most important decisions in estate planning is who to name as trustee. While a critical decision, choosing a Trustee is often given less thought than the structure of the plan or the choice of drafting attorney. Even the best drafted document will fail to achieve your goals if the Trustee selected fails to carry out their role properly. You’ve worked hard to achieve your financial goals and your family deserves the counsel of an objective professional with proven expertise.
Carson Group Partners Private Trust, a Trust Representative Office of National Advisors Trust Company, the nation’s largest federally chartered advisor owned independent trust company, can provide your family with professional guidance for multiple generations. Utilizing a Directed Trust model, Carson Group Partners Private Trust integrates seamlessly with your advisor to provide you with professional guidance, technology, and administrative support. There is no need to change your investment philosophy, asset management style or portfolio holdings.
To learn more about Carson Group Partners Private Trust, download one of our fact sheets:
Carson Group Partners Private Trust is a Trust Representative Office of National Advisors Trust Company (NATC). Carson Wealth and NATC are separate and unaffiliated companies and are not responsible for each other’s policies and services. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor.