People Moves

Washington RIA Links Up With National Advisors Trust Company

Eliane Chavagnon Editor - Family Wealth Report October 1, 2014

Washington RIA Links Up With National Advisors Trust Company

Cornerstone Advisors has selected National Advisors Trust Company to launch Cornerstone Advisors Trust Services, through which Cornerstone will market trust and trustee services administered by NATC.

Cornerstone Advisors has selected National Advisors Trust Company to launch Cornerstone Advisors Trust Services, through which Cornerstone will market trust and trustee services administered by NATC.

“It is increasingly clear that our current and future clients require a durable, best-in-class, independent professional fiduciary partner to facilitate their wealth transfer and estate planning objectives,” said Kenneth Hart, chief executive at Cornerstone Advisors.

The Trust Representative Office program, implemented by NATC, allows advisors to offer trust and trustee services to clients under private-label branding, with administrative services provided by NATC.

Headquartered in Bellevue, WA, Cornerstone Advisors serves individuals, families and organizations.

NATC provides US-based advisors with trust and custody services, with $10 billion in assets under administration.

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