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TRUST SERVICES

OFFERING TRUST SERVICES TO FINANCIAL INSTITUTIONS

If your financial institution doesn’t have access to Trust Services, we can help.

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Virtue Financial through Infinex has partnered with National Advisors Trust Company to make trust services available to the clients of Investment Advisor Representatives (IARs) at Infinex. Independent Trust Company of America works with advisors by providing fiduciary support, including trust administration, cash management and record keeping.

National Advisors Trust Company can administer:

 

  • Revocable and irrevocable trusts

  • Family trusts

  • Charitable trusts

  • Foundations and endowments

  • Grantor retained annuity trusts (GRATs)

  • Minor trusts

  • Irrevocable life insurance trusts (ILITs)

  • Defined benefit plans for businesses, and 
    more

 

 

 

Trust Services are offered through Infinex Trust and provided by National Advisors Trust Co.  Infinex does not offer tax or legal advice and is not affiliated with National Advisors Trust.

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