Services / Trust Services

Making sure you can trust the future of your wealth.

White Oaks recognizes that to effectively serve the total wealth management and preservation needs of our clients, for both current and future generations, trusts are an important component.

In the trust service industry, attorneys and consumers are most concerned about the service and cost levels for trusts in the $1,000,000-$20,000,000 range – that is our sweet spot. If you need independent trustee services and are tired of the 1-800 number service elsewhere, we encourage you to consider our trust services.

Trust Services

Trusts can be used for various reasons and include the following:

  • Irrevocable Life Insurance Trusts
  • Irrevocable Trusts
  • Revocable Trusts
  • Charitable Trusts
  • Special Needs Trusts

In addition, trust company services can be used for:

  • Securities Safekeeping
  • Income Collection
  • Settlement of Securities
  • Payments of Funds
  • Various Retirement Plan and IRA services

White Oaks has partnered with National Advisors Trust Company to provide trust services.

Why did we choose to partner with National Advisors Trust Company?

  • Formed in 2001 by more than 80 independent financial advisors who wanted a better solution for their clients.
  • Very price competitive.
  • Federally chartered to do business in any state.
  • www.nationaladvisors.com

White Oaks Wealth Advisors, a Trust Representative Office of National Advisors Trust Company (NATC) and National Advisors Trust of South Dakota, Inc. (NATSD) doing business as White Oaks Trust Services.

Trust Services
 

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Investment advisory services provided by White Oaks Wealth Advisors, Inc. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

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