Trust Services

Valley National Financial Advisors has the knowledge and experience to provide clients with strategies to effectively manage their existing assets and to provide for the eventual transfer of their wealth.

We are pleased to have a team of professionals who will work with your advisor to assist you in choosing the trust solution that is best suited for your unique situation.

Valley National Trust Services is a Trust Representative Office of National Advisors Trust Company, FSB.


RESOURCES:
For Individuals/Families  |  For Legal Professionals

 

  • First-class trust administration services with custodial services offered through Fidelity
    Our locally based team of professionals interfaces personally with clients, their legal professionals and the trust company to coordinate services supporting client needs and goals.

 

  • Professional attention delivered locally at favorable costs to meet your individual needs
    Our teams shares a commitment to providing exceptional service through a team approach for the most effective management of investment assets according to trust documents.

 

  • Personal relationship with your financial advisor  and local trust representative, while benefiting from the service of a federally-chartered trust company
    As a Trust Representative Office of National Advisors Trust Company, FSB, we represent the largest federally-chartered trust company created by Registered Investment Advisors (RIAs). Our trust service model is built on the strength of local support and responsiveness.

 

  • Trust company founded by independent financial advisory firms to serve their clients
    The advisors who created National Advisors Trust built an independent trust company that respects and supports the client-advisor relationship. There is no need to change existing investment philosophy, asset management style or portfolio holdings. Clients will also keep their attorney, accountant or other professional relationships intact.

 

  • Trusts are managed with other financial planning and succession services in mind, including estate planning, insurance, tax preparation, education planning, and investing
    Valley National has a focus on the services that are the foundation for financial success in today’s world. A skillful team of professionals, combined with access to the best industry technology available, allows clients to effectively manage their existing assets, implement tax-saving strategies, and plan for the eventual transfer of their wealth.

 

  • A seamless, integrated combination of personal trust administration and reporting
    Trust Services are coordinated and managed by a local team of professionals working together to serve each client’s individuals needs, helping them effectively manage their existing assets and provide for the eventual transfer of wealth.

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