Bench Strength for Trust Administration

For many community banks and independent trust companies, the rising costs, increased regulatory oversight and declining profits from corporate trustee services created few options to choose from. You can retain your trust department and suffer the staggering oversight and regulation costs, sell your trust department and risk losing client and community relationships, partner with another bank and mitigate competitive challenges, or outsource operations while diminishing the client experience.

With National Advisors’ Bank Transformation, there’s a better way. Fiduciary trustee responsibilities are divided between investment management and trust administration. Simply put, your bank retains investment servicing while National Advisors’ trust companies administer the trust. You can even design the transformation to be more comprehensive by having National Advisors provide investment processing and custody services.

There are many ways to design the transformation of your wealth management book of business, from creating or acquiring an RIA to adopting an outsourced CIO solution. To discover which National Advisors Bank Transformation Solution is best for you, schedule a consultation with us. 

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We’re here to help Trusted Advisors better serve those they advise and build stronger, more meaningful relationships. Schedule a consultation using the options below. 

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