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Inlet Private Wealth & Trust

Inlet Private Wealth & Trust provides solutions for clients whose financial, family or business needs require the services of a professional fiduciary. Inlet Private Wealth & Trust is a Trust Representative Office of National Advisors Trust Company, one of the largest federally chartered trust companies 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.

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

Creative with Solutions

Inlet Private Wealth & Trust works with the clients’ estate planning professionals to provide consistent trust services that clients desire. By working together, Inlet Private Wealth, Inlet Private Wealth & Trust and estate planning professionals can build a strong foundation for clients by providing solid trustee and investment management solutions to protect and grow their wealth while providing peace of mind for the future of their estates.

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

Learn more

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.