America’s Most Advisor-Friendly Trust Companies Showcase - Flipbook - Page 30
2026 AMERICA’S MOST ADVISOR-FRIENDLY TRUST COMPANIES
New Business Contacts:
NATIONAL
ADVISORS
TRUST
Jim Combs
President and CEO
Jim Combs
President and CEO
(913) 234-8234
jcombs@nationaladvisorstrust.com
National Advisors Trust
11141 Overbrook Rd, Ste 201, Leawood, KS 66211
www.nationaladvisors.com
National Advisors Trust is a premier, independent national trust company.
We were founded in 2001 to empower advisors and the families they serve
to capitalize on the complete value of trusts and ensure the protection and
continuity of family wealth from one generation to the next.
We are dual-chartered—holding both a national trust charter that extends
trust services into all 50 states and a progressive South Dakota state trust
charter to keep clients at the forefront in one of the country’s leading trust
jurisdictions. This enables advisors and families to have greater flexibility
and more options.
At their core, we believe that trusts are fundamentally about families and
the selfless pursuit of acting today to protect future generations. It’s what
inspires us every day to deliver complete trust solutions and exceptional
service—and we are proud of the impact we have had over the decades.
We work with a robust network
of advisors who deliver financial and estate planning to
help families build generational
wealth and create enduring
legacies.
Our advisors recognize the
competitive advantage that trust
services provide—allowing a
differentiated offering, creating
deep and lasting relationships,
enhancing asset growth and
retention, and increasing the
value of their business. To help
them win, we’re focused on
simplifying the complexities of
trusts, ensuring an exceptional
experience, and helping advisors attract new assets.
We do so by providing clear
and engaging communications
to make it easier for advisors
and families to take action.
We also invest in top talent,
highest-quality solutions,
advanced technology, and
operational excellence. In addition, we’ve streamlined our
onboarding and new business
processes and enhanced our
marketing programs to help
advisors engage families and
drive new growth.
We’re proud of our successes to date, and we look
forward to continuing to care
for families while shaping
what’s next for advisors, their
clients, and the industry in
2025 and beyond.
The hallmark of our business is highly personal service and operational excellence—driven by a team with deep expertise and knowledge, decades
of proven experience, and a commitment to quality and attention to detail
in execution.
We act as an extension of our clients—aligning our interests and priorities
with advisors, delivering complete trust services and solutions, and offering multiple programs to help them grow their business. Our relationships
also include trust consultation, education, training, study groups for best
practices, business development support, and business integration. Additionally, we support open-architecture custody solutions for trust accounts
and service unique assets held in both trust and custody accounts.
Above all, we are partners whose services complement those of our advisors. While other trust companies and banks compete with advisors for
their wealth and investment management business, we are dedicated to
helping advisors grow their business. That’s why we stick to our knitting: trust services. That focus has led to our growing network of 400+
wealth management firms, 6,000+ advisors, $8 billion total assets, and our
continued recognition as one of the nation’s most advisor-friendly trust
companies.
STR AT E G I C F E AT U R E S
COMPREHENSIVE ESTATE
PLANNING FOR ULTRA-HIGHNET-WORTH CLIENTS
RETIREMENT ASSET
ESTATE PLANNING
CREATION OF ASSET
PROTECTION TRUSTS
SPECIAL NEEDS TRUST
FORMATION
CROSS-BORDER ESTATE
PLANNING
SUCCESSION PLANNING FOR
FAMILY BUSINESSES
ESTATE PLANNING FOR
BLENDED FAMILIES
SUSTAINABLE ESTATE
PLANNING
ESTATE PLANNING FOR HIGHNET-WORTH INDIVIDUALS
TAX-EFFICIENT PLANNING
FOR MAJOR TRANSACTIONS
INTEGRATING ADVISORS IN
TRUST MANAGEMENT
U.S. ESTATE AND TAX
PLANNING FOR
NONRESIDENT ALIENS
PHILANTHROPIC ESTATE
PLANNING
30
John Abbuhl
Manager, Advisor Relations
(913) 234-8260
jabbuhl@nationaladvisorstrust.com
CONTACT
States chartered/licensed
in: Federal Charter (Nationwide), South Dakota
Average account size:
$2.0 million
Total assets (AUA): $8 billion
Custodians supported: We
administer trusts for accounts
held at Schwab, Fidelity, and
others
Number of relationships
with advisors: 400+ firms,
6,000+ advisors
Fees:
Annual minimum fee: $4,200
Fee scale (directed trust
services):
Up to $2 million
0.50%
Next $3 million
0.45%
Over $5 million
0.25%
Number of in-house experts: 18+ including Juris
Doctors, Attorneys with
Master of Laws, Certified
Trust & Fiduciary Advisors,
Trust Officers, CPAs, Certified
Securities Operations Professionals
Trust accounting system:
FIS AddVantage
Supports directed trusts: Yes
Supports delegated trusts: No
Typical timeframe for acceptance of new trust:
Conditional acceptance within
5 business days
Marketing support includes: White-label Brand
Advantage program, Trust
Representative Office certification, marketing brochures,
trust consultants on demand,
CE-accredited educational
programs, advisor study
groups, training programs
