To learn more about working with our Trust Representative Office, contact:

Ben Goethel, JD
Vice President, Trust Services

Carson Group Partners Private Trust

 

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 expertise.

Carson Group 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 Group 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.

To learn more about Carson Group Partners Private Trust, download one of our fact sheets:

Directed Trusts: Why Use One?   How to Choose a Trustee