Private Trust Services
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 experience.
Why should you appoint Carson Private Trust as your corporate trustee?
Ability & Legal Knowledge
Trust Management by Professionals
Continued Investment Management
Personal attention and immediate service
Carson 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 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.
You like what you’ve seen. What’s next?
To learn more about Carson Partners Private Trust, download one of our fact sheets: