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Trust Services

Waldron Private Trust is a Trust Representative Office of National Advisors Trust Company, and is a fully integrated service offering of Waldron Private Wealth. Waldron Private Trust serves individuals, families and family offices, providing a full suite of corporate trust services, delivered by our team of professionals.

Waldron Private Trust will work with you, your family office or your other trusted professionals to develop and seamlessly integrate customized corporate trust solutions into your asset protection and family legacy goals. Waldron Private Trust’s team of experienced professionals have worked extensively with business owners, multi-generational families and corporate executives to unravel the complexity of their unique financial situation, and develop comprehensive solutions to serve their needs.

Waldron Private Trust can:

· Administer new living/revocable, irrevocable, testamentary, charitable, dynasty, asset protection and educational trusts to support your unique wealth planning goals

· Serve as trustee for any existing trust you have, or for any new trust you wish to create

· Seamlessly integrate any new trust or any existing trust into your wealth planning strategy

· Conduct trust accounting, tax reporting, beneficiary distributions, bill payment services, or any other administrative needs your trust or trusts may require

Team members who can help:

Robert H. Wyche

Chris J. Roe

Joseph Maker

Waldron Private Wealth and National Advisors Trust Company do not have any incidence of common ownership. Waldron Private Wealth does not receive compensation from National Advisors Trust Company for any of the services it provides.

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