With Brand Advantage private label trust services, advisors market trust services under a firm branded trust name established for them as part of the program’s private label option. This branded approach creates a strong link between your company and trust services and allows you to provide clients with full directed trustee services today and for future generations. NATC serves as the administrative trustee and does not manage clients’ portfolios. Marketing branded trust services strengthens an advisor’s brand, increases awareness, and helps establish differentiation from other advisors in the marketplace. Without being able to market trust services under their brand, advisors may be unable to retain client assets during generational wealth transfers. With branded trust services, advisors own and maintain close multigenerational relationships with clients. With private label trusts, advisors can use their brand and focus on their clients while NATC works in the background to perform all fiduciary administrative functions, manage all regulatory matters, and assume fiduciary administration risk.
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