Kansas City, MO | February 27, 2020
Partnership Combines Trust Services & Wealth Management Capabilities to Create a Comprehensive Solution for Advisors & Their Affiliates
National Advisors Trust announced
today that they have partnered with Dynasty Financial Partners to offer a
combination of trust services and wealth management to financial advisors seeking
to expand and unify their services to clients.
According to James A. Combs Jr., President and CEO, National Advisors Holdings,
“National Advisors Trust is excited to be partnering with Dynasty
Financial Partners to help advisors expand their products and service offerings
to help them retain and consolidate client assets. Trust services are an
essential component of any comprehensive wealth solution. When integrated with
the Dynasty platform, National Advisors Trust’s solutions will help advisors
unify the advice and planning processes. We welcome the opportunity to provide
trust and custody solutions to its community of advisors.”
National Advisors Trust is a
support system that will continue to enhance the Dynasty platform giving
financial advisors a means to increase asset retention and consolidation. This partnership is designed to provide a
solution to the firms on Dynasty’s platform–and creates a readily available
trust solution to the firm’s business model.
“The partnership between National
Advisors Trust (NAT) and Dynasty has a singular focus—providing our Network
Partner Firms with additional tools and resources to deliver to their
clients. We felt NAT’s client-centric focus fit well with our philosophy
and we are excited about all of the potential synergies between the two firms,”
said Austin Philbin, Chief
Administrative Officer, Dynasty Financial Partners.
Who Is National Advisors
National Advisors is a family of companies
providing expert trust, custody, and concierge services to trusted advisors and
the families they serve nationwide.
National Advisors Holdings, Inc. is a bank holding company governed by the Federal Reserve Bank. National Advisors’ wholly-owned subsidiaries include: National Advisors Trust Company, a non-depository trust company with a national banking association charter; National Advisors Trust of South Dakota, Inc., a state-chartered non-depository trust company; and National Advisors Concierge Services, an LLC that provides ancillary products and services to advisors. The headquarters for the industry-leading, independent, advisor-friendly trust platform is located in Kansas City, Missouri with satellite offices located in Sioux Falls, South Dakota, and Houston, Texas. The companies serve trusted advisors of all types including RIAs, CPAs, banks, brokers, lawyers, and family offices.
Partnering with National Advisors
is the ultimate trust relationship. You have spent years building relationships
with clients who trust your judgment. You need a trust services partner you can
depend on to help preserve and strengthen the enduring relationships you have
created with your clients. Working together, we help you extend those
relationships across generations. National Advisors Trust Company was the
nation’s first independent, advisor-owned national trust company. It was
founded, in part, as a response to the dominance that large banks and trust
companies exerted over the trust services market. The concept is simple; allow
trusted advisors to cultivate and maintain the crucial client relationships,
while providing reliable trust administrative services. This not only makes
trust services more widely available and affordable for clients, but it also
gives independent advisors the ability to offer trust services without fear of
losing their clients to the large banks and trust companies.
About Dynasty Financial Partners
Dynasty Financial Partners is known for assisting advisors of integrity to better service their clients, run their businesses more profitably, grow faster, and enhance the enterprise value of their firms. Dynasty does this by providing wealth management and technology platforms for select independent financial advisory firms. Dynasty creates access to valuable resources and industry-leading capabilities through an open architecture platform, enabling advisors to address their clients’ needs and to protect and grow their wealth. Dynasty supports independent advisors and their teams in being independent, but not alone, by creating exclusive community events and experiences. Dynasty also offers access to flexible capital solutions to help advisors expand, scale, and grow their business and provides M&A support to firms looking to grow inorganically or to plan for succession. Dynasty’s core principle is “objectivity without compromise,” and the firm is committed to developing solutions that allow investment advisors to act as true fiduciaries to their clients. Dynasty has a leading network of RIAs who leverage its integrated platform and Dynasty’s growing Enterprise Services Group supports larger institutional clients who often have multiple advisors in multiple cities by delivering Dynasty’s platform at the home office and firm-level. Dynasty has helped to level the playing field for advisors and firms looking to deliver Private Wealth Management capabilities to their UHNW clients vs many of the larger Wall Street firms in providing a robust suite of capabilities, products, and services when combined with Dynasty’s support offers independent advisors the ability to compete at the highest levels of wealth management client opportunities.
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For more info on Dynasty please visit their website
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