Trust
ABOUT OUR TRUST SERVICES
Constitution Wealth provides trust solutions for clients whose financial, family or business needs require the services of a professional fiduciary through our association with the National Advisors Trust Company. The NATC is the largest federally chartered trust company created by registered investment advisors for the benefit of their clients.
Constitution Wealth works with estate planning professionals on a local level to provide the consistent trusted services needed by our common clients. By working together, Constitution Wealth, NATC and the estate planning professional will build a strong foundation for you by providing a solid trustee and investment management solution while helping you protect your wealth and remain confident about the future of your estate. Everything we do is with your core values and goals in mind. We understand you want to plan with your family at the forefront of your plan.
AGENT FOR TRUSTEE
Individuals sometimes appoint themselves, a family member, an attorney or a family friend as the trustee for their trusts. In this situation, there are still benefits from having the trust company act as the agent for the trust. Constitution Wealth has your core values at the forefront of everything we do. That’s why we want to build a relationship built on integrity and trust. For many individuals, the administrative side of serving as a trustee are time-consuming and challenging, ensuring they stay in compliance with the trust document, that’s why it’s crucial to trust your trust company. We will work directly with the trustee to manage trust assets and achieve the stated financial goals and objectives based on your core values.
A LOCALLY MANAGED TRUST SERVICE
By working with our nationally chartered trust company, Constitution Wealth delivers a comprehensive, locally managed trust service solution. Retain Constitution Wealth as the investment advisor while gaining access to the talented and experienced trust professionals we work with. Benefit from trust services provided in a cost-efficient manner, based on your values, all with a competitive fee structure. Opt to work with co-trustees by sharing administrative responsibilities to achieve the objectives of the trust and meet the needs of the beneficiaries. Combining face-to-face meetings and the scope of a federally chartered trust company provides you peace of mind. With national coverage, clients can relocate to another state with no concerns about a move affecting your trust administration.
SERVICES
TRUST SERVICES
// Revocable trusts
// Charitable trusts
// Irrevocable life insurance trusts
// Special needs trusts
// Irrevocable trusts
// Institutional trusts
// Agent for trustees
CUSTODIAL SERVICES
// Securities safekeeping
// Income collection from securities
// Settlement of securities trades as directed
// Payment of funds when directed
// Timely statement delivery
// Custody for alternative investments
RETIREMENT PLAN SERVICES
// IRAs: Custodian or trustee
// Defined benefit plans
// 401(k): Daily valuation platform
// Defined contribution plans
// Roth 401(k) feature within a 401(k) plan
