Apex strategically designs personalized plans utilizing the services of a corporate trustee.
Preserving and building wealth for future generations is the cornerstone of many high net worth and ultra-high net worth estate plans. Apex works with clients to strategically design and update these personalized plans utilizing the services of a corporate trustee, National Advisors Trust Company (NATCO), one of the largest trust companies in the nation.
Unlike the big bank trust departments, the Apex-NATCO partnership truly personalized and user-friendly, offering fiduciary responsibility with no hidden conflicts of interest or fees. These two organizations offer an independent ownership structure, business model and philosophy, as well as expertise beyond competence, service beyond expectations and a culture oriented around operating for the clients’ best interests.
This relationship provides an all-in-one solution for:
- Income and Estate Tax Advice
- Asset Allocation and Investment Management
- Multi-Generation Estate Planning
- Wealth Transfer
Why use a Corporate Trustee?
A professional or corporate trustee can assume responsibility for carrying out your documented wishes and manage the administration of the trust, while Apex would still have the ability to manage the investment of your assets. Corporate trustees typically have a great deal of experience in the administration and investment management of trusts and are usually more efficient and knowledgeable in trust matters than non-professional individuals.
Corporate trustee services at its best
At Apex Financial Advisors, we take pride in our partnerships. We have collaborated with National Advisors Trust Company to deliver successful wealth management solutions. This solid partnership ensures efficient financial planning services throughout Yardley.
Reliable Professional Service
Corporate trustees typically have a great deal of experience in the administration and investment management of trusts and are usually more efficient and knowledgeable in trust matters than non-professional individuals.
A corporate fiduciary is subject to many levels of oversight from internal auditors, outside auditors, and government regulators. This is all for the protection of the trust beneficiaries.
Peace of Mind
Beneficiaries can have peace of mind when dealing with a corporate fiduciary instead of worrying if the trustee is making the right decisions.
Partnership with Apex
Apex and National Advisors Trust work together to oversee financial responsibility for the designated beneficiaries.