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