About Us
serve as trustee and the broader benefits of being able to choose from a wide universe of investment advisors with extensive research capabilities and contrasting investment styles .
The National Advisors Trust Company Advantage
With a federal charter authorizing it to act in all 50 states and offices in Kansas and Missouri National Advisors Trust Company , FSB can act in a jurisdiction that offers the most benefit to your family . Even if the trust administration is across the country due to a tax , creditor or other statutory benefit , because National Advisors Trust works with your local advisor , so does your family .
How is the relationship established ?
You designate your chosen financial advisor as the trust Investment Advisor and National Advisors Trust as trustee under the governing document ( the trust ) or for existing irrevocable trusts we will work with your advisors to find a solution for transfer .
Trustee Options
Administrative Trustee Family squabbles , distrust and disharmony often occur when one family member is designated to manage the post death division of assets . To avoid this devastating consequence , you can name National Advisors Trust as the Administrative Trustee . This is a temporary arrangement whereby the professional party steps in to manage the estate administration process and steps out after the assets are divided and distributed among the designated heirs .
Interim Trustee Choosing an arbitrary age at which a child or other heir is sufficiently “ mature ” to handle an inheritance is falling out of favor . Why ? We ’ ve all seen the consequences of sudden wealth on people that do not have prior wealth management experience . It doesn ’ t matter the age , if a child has not managed wealth of his or her own over the years , it is logical to assume that they won ’ t know what to do with their inheritance . Instead of a predetermined age at which a child receives his or her inheritance , many families choose a designated time line . You can designate National Advisors Trust and your trusted financial advisor to act as your child ’ s advisors for a designated period of time , such as 2-5 years after your death . This gives your child time to learn from your trusted advisor about investments , form a relationship with the advisor and have expert advice on how to manage his or
About Us
Beverly Hills Wealth Management , LLC operates as a Registered Investment Advisory firm for high net worth individuals , families , and businesses . We work with clients to set goals , develop personalized strategies , and practice ongoing portfolio reviews . We simplify the process , helping our clients reach their financial objectives in a way that they can completely understand .
Our Wealth Management Advisory team is skilled and experienced in planning for , adjusting to , and managing all types of financial scenarios . Our firm was founded on the philosophy that when seeking a financial advisor , clients should demand three basic elements : trust , simplicity , and experience .
her trust . After the designated time , National Advisors Trust “ steps out ” as trustee . Your child chooses whether to retain the investment advisor .
Forever Trustee Some heirs will never be able to manage wealth due to inexperience , disability , or other reasons . National Advisors Trust can serve as “ forever ” trustee for those family members with such issues .
Co-Trustee To give an heir or family member more input , but maintain professional management of trust assets and oversight of trust distributions , you can name National Advisors Trusts as co-trustee with a family member or heir .
Agent for Trustee If you have been appointed as a trustee for a family member or friend , National Advisors Trust can serve as your “ sounding board ”, providing input on trust distribution decisions and the laws of which you should be aware and follows .
For more information or assistance contact :
Bart Albrigo , Senior Vice President 9454 Wilshire Blvd , Suite 710 Beverly Hills , CA 90212
877-511-WEALTH ( 9325 ) Bart . Albrigo @ BHWM . com
BHWM Private Trust is a division of National Advisors Trust , FSB