Trust Services

An Integrated Team Focused on You and Your Family

Imagine a closely aligned team, all coordinating with each other, focused on you and your family. We strive to bring simplicity, ease, clarity, confidence, and perspective to your financial matters. Peace of mind and family harmony can be the result of insights and integrated planning. That is why we are committed to providing you with the value and experience you deserve.

With Savant Private Trust, your team of in-house legal and tax advisors will work together to deliver a truly independent and efficient corporate trustee solution. By offering a professional fiduciary with extensive investment expertise that delivers local and personalized trust services, Savant provides a seamlessly integrated administrative platform.

Savant Private Trust can support client needs in all 50 states and has built a reputation for financial strength, security, safety, and stability.

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Savant Private Trust Offers:

We’re Here for All Your Trust Administration Needs

Savant Private Trust is available to serve as trustee for all of your trust administration needs, including living trusts, asset protection trusts, revocable and irrevocable trusts, charitable trusts and family foundations, special needs trusts, and dynasty and similar multi-generation trust arrangements.

Partnering for Success

Savant Private Trust is a trust representative office of National Advisors Trust Company (NATC). 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 by the Office of the Comptroller of the Currency and is also required to follow applicable Federal Reserve Bank and FDIC regulations and rules. NATC, as a national trust bank, offers its trust services nationwide, in all 50 states.

Under the Savant Private Trust model, NATC performs the trust administrative services, while Savant Wealth is responsible for the investment management and client collaboration. This approach ensures 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.