Savant Wealth Management
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Personal Trust Services for Individuals

An Integrated Team That Puts You First

Where others may offer individual areas of expertise, Savant Private Trust takes an integrated approach designed to help you pursue your personal and financial goals with greater clarity and confidence. 

Our in-house legal and tax professionals collaborate to provide an independent and efficient corporate trustee solution. Savant’s professionals integrate investment counseling with income tax planning and preparation, asset protection planning, charitable giving, and estate and business succession planning. Through our coordinated approach to private trust services, we strive to bring simplicity, ease, and perspective to your financial life. 

Savant Private Trust supports clients in all 50 states and seeks to provide financial strength, security, stability, and responsive trust administration services designed to support you and the beneficiaries you name. 

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Savant Private Trust Offers:

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We’re Here for All Your Trust Administration Needs

Savant Private Trust is available to serve as trustee for a wide range of trust administration services, including living trusts, asset protection trusts, revocable and irrevocable trusts, charitable trusts and family foundations, special needs trusts, and dynasty and other multi-generational trust arrangements. 

Estate and Trust Settlement Services

Our estate and trust services include assistance in the following areas:

  • Filing the Last Will and Testament with the appropriate probate clerk
  • Collecting, consolidating, and distributing estate or trust assets
  • Establishing and administering decedent trust and estate expense accounts
  • Distributing real and personal property
  • Preparing and filing final federal and state income tax returns
  • Preparing and filing required trust and estate tax returns when applicable
  • Preparing required trust and estate accounting reports
  • Conducting strategic income tax planning associated with account elections and distributions
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How Professional Trust Administration Can Support Your Legacy

Serving as a trustee can involve significant administrative, legal, and financial responsibilities. Professional trust administration services can provide continuity, objectivity, and experienced oversight while you and your beneficiaries navigate complex financial and estate-related decisions. 

Savant Private Trust works collaboratively to support clients and beneficiaries through a coordinated approach to personal trust services and estate planning considerations. By integrating trust administration with investment guidance, tax planning, and estate settlement support, we strive to simplify complex responsibilities so you can remain focused on your long-term goals and legacy planning priorities. 

Our approach aims to provide clarity and structure during important life transitions while helping administer trusts in accordance with each client’s wishes and broader financial objectives. 

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Partnering for Success

Savant Capital, LLC is a Trust Representative Office of National Advisors Trust Company (NATC) and National Advisors Trust of South Dakota, Inc. (NATSD) doing business as Savant Private Trust. As a national trust bank, chartered by the Comptroller of the Currency of the Treasury Department of the United States, NATC is subject to regulation and examination and must also follow applicable Federal Reserve Bank and Federal Deposit Insurance Corporation regulations and rules. NATC offers its trust services in all 50 states.

Under the Savant Private Trust model, NATC performs the trust administrative services, while Savant Wealth Management is responsible for the investment management and client collaboration. This approach helps ensure you have a personalized and responsive trust administration from a federally chartered trust company, all while maintaining the trusted relationship you have with Savant Wealth Management.

Frequently Asked Questions About Savant’s Personal Trust Services

What are trust services?

Trust services involve the professional administration and management of trusts on behalf of individuals and beneficiaries. These services can help oversee trust assets, coordinate distributions, support estate settlement responsibilities, and help administer trusts according to their terms. 

What does a trustee do?

A trustee is responsible for managing and administering a trust according to its terms and applicable laws. Responsibilities may include overseeing investments, distributing assets to beneficiaries, maintaining records, handling tax matters, and acting in the best interests of beneficiaries. 

What are trust administration services?

Trust administration services can help manage the ongoing responsibilities associated with administering a trust. Services may include asset management, beneficiary distributions, tax coordination, estate settlement support, and ongoing trust oversight. 

Who should consider personal trust services?

Personal trust services may benefit individuals with complex financial situations, long-term planning goals for their beneficiaries, charitable intentions, special needs planning considerations, or estate planning needs that require ongoing professional oversight. 

How do trust services fit into estate planning?

Trust services can play an important role in a broader estate planning strategy by helping manage and distribute assets according to your wishes. Coordinating trust administration with tax planning, investment management, and estate settlement considerations can help create a more organized and efficient long-term financial strategy. 

What trust services does Savant Wealth Management offer?

Savant Wealth Management offers a range of trust administration and estate support services designed to help individuals navigate complex financial and legacy planning needs. Savant Private Trust can serve as trustee for various trust arrangements, including revocable and irrevocable trusts, charitable trusts, special needs trusts, dynasty trusts, and family foundations, while also providing coordinated support related to estate settlement, tax planning, and long-term financial guidance. 

Why would an individual name a corporate trustee instead of a family member?

Naming a corporate trustee can remove a significant administrative and emotional burden from the person you would otherwise ask to serve. A corporate trustee brings continuity that does not depend on one person’s availability or health, impartiality when beneficiaries contest distributions, and established processes for recordkeeping, tax filings, and investment oversight. It can also help prevent a well-intentioned individual from taking on fiduciary liability they did not fully anticipate. 

Savant Views & News

Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Please see our Important Disclosures.

Savant Capital, LLC is a Trust Representative Office of National Advisors Trust Company (NATC) and National Advisors Trust of South Dakota, Inc. (NATSD) doing business as Savant Private Trust.

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Savant By the Numbers

Savant Owl

25K+

Clients Served

1986

Year Established

73

Savant Offices

297

Employee Member-Owners

$58B

Client Assets – AUM & AUA*

*Company statistics as of 8/31/2026. Client assets refers to client assets under management (AUM) $56.5B and client assets under advisement (AUA) $1.5B.
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