Inlet Private Wealth & Trust provides solutions for clients whose financial, family or business needs require the services of a professional fiduciary. Inlet Private Wealth, is a Trust Representative Office of National Advisors Trust Company and is doing business as Inlet Private Wealth and Trust. National Advisors Trust Company is one of the largest federally chartered trust banks created by registered investment advisors for the benefit of their clients and is authorized to do business in all 50 states.
Locally Managed Trust Service
The professionals at Inlet Private Wealth & Trust provide decades of trust expertise to deliver comprehensive, locally-managed trust service solutions.
Expertise
Retain Inlet Private Wealth as the investment advisor to help meet your investment and financial objectives and also gain access to the talented, experienced trust professionals from Inlet Private Wealth & Trust.
Cost Effective
Inlet Private Wealth has a transparent fee structure, typically making trust services available in a cost-efficient manner.
Flexibility
Inlet Private Wealth & Trust works with co-trustees by sharing administrative responsibilities to achieve the objectives of the trust and meet the needs of the beneficiaries.
Local Support, National Coverage
Combining face-to-face meetings with Inlet Private Wealth & Trust representatives while having the scope of a federally chartered trust company helps provide peace of mind. With national coverage, clients have the ability to relocate to other states with the knowledge that the move does not affect their trust administration.
Trust Services
- Revocable trusts
- Charitable trusts
- Foundations
- Irrevocable life insurance trusts
- Irrevocable trusts
- Institutional trusts
- Real estate 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 unique and hard-to-value assets
- Fiduciary accounting
Estate planning professional
- Works with the client to recommend and establish the appropriate trust and provide estate tax advice
- Appoints Inlet Private Wealth as the investment advisor and Inlet Private Wealth & Trust as corporate trustee, co-trustee or agent for trustee
Inlet private wealth
- Oversees the client/investment advisor/trustee relationship
- Manages the investments in accordance with the trust document while incorporating tax and estate planning strategies
- Works with multi-generational families
inlet private wealth & trust
- Ensures safekeeping of all trust assets with clients’ custodian(s)
- Performs trust administration duties as outlined in the trust document such as distributions, statement production, tax reporting and bill paying
- Provides principal and income trust accounting
Inlet Private Wealth, a Trust Representative Office of National Advisors Trust Company (NATC) and National Advisors Trust of South Dakota, Inc. (NATSD) is doing business as Inlet Private Wealth and Trust. National Advisors Trust Company is federally chartered and is regulated by the Office of the Comptroller of the Currency (OCC), a bureau of the U.S. Treasury Department, and a member of the Federal Deposit Insurance Corporation (FDIC). By law, client assets are segregated from the capital assets of National Advisors Trust and are not subject to potential creditor claims against the trust company; our primary responsibility is to ensure the safekeeping of client assets.