BRIDGEVILLE, Pa. (PRWEB) February 27, 2018
Waldron Private Wealth has chosen National Advisors Trust Company (NATC) to be its strategic partner in providing corporate-directed trust services through NATC's Trust Representative Office (TRO) program. The TRO program allows Waldron to offer a full-service trust solution under Waldron Private Trust.
Waldron chose NATC because it is known as an outstanding provider of trust services, and its TRO program provides a comprehensive offering which it believes will be a perfect complement to Waldron's comprehensive, customized approach to wealth management. Through the partnership, Waldron continues to maintain its client relationships; NATC will administer only trust services, and will not manage Waldron clients' portfolios, or provide any investment or planning services.
Waldron is dedicated to delivering independent and customized wealth management counsel to the select group of individuals and families they serve. The integration of corporate-directed trust services adds depth to the company's comprehensive service offering, which is integral to the close, multigenerational relationships which are the bedrock of Waldron's business.
"NATC has an excellent reputation in the industry, and was recommended to us by another advisory firm that is a client and shareholder of NATC," said Bob Wyche, Partner and Managing Director of Waldron Private Wealth. "Our clients are increasingly asking for trustee services. Being able to provide those services and integrate them into our wealth management offering is a strong differentiator for us. It provides continuity for the future and will allow us to better serve our multigenerational families."
According to Jim Combs, President and CEO of National Advisors Holding, Inc. and its affiliates, "It is a privilege to be working with a wealth management firm like Waldron Private Wealth that is devoted to providing such a high level of service to their clients. Waldron has built trusted and long lasting relationships with their clients, and with the addition of NATC's trust solutions and the launch of Waldron Private Trust, the firm will continue to enhance their reputation as one of the industry's topmost wealth management firms."
About Waldron Private Wealth
Waldron Private Wealth is a boutique private wealth management firm that advises a select group of individuals, families and family offices. By limiting the number of clients it serves, Waldron can offer greater focus on how to best simplify the complexities of each client's financial situation, so they can focus on what's truly important in their lives. Waldron's advisory team is prepared to serve its clients across a wide range of key financial disciplines, including trust and estate planning, risk and liability management, tax planning, cash flow management, multigenerational wealth planning and goal-based investment management. The team includes: three CPAs, eleven CFPs, a certified divorce financial analyst and a certificate holder from the Institute for Preparing Heirs. http://www.waldronprivatewealth.com
About National Advisors
Enriching Lifelong Relationships with trusted advisors and the clients they serve unites and unifies the professionals of National Advisors. National Advisors embraces its clients, delivering a seamless, consistent experience across its family of companies: National Advisors Holdings, Inc.; National Advisors Trust Company; National Advisors Trust of South Dakota; and National Advisors Concierge Services. http://www.natrustco.com
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.