JoycePayne Partners can provide fiduciary services to current and future generations of our clients, in partnership with our private trust company, National Advisors Trust.
National Advisors Trust Company, a federally chartered trust company, was created in 2001 by more than 120 independent, nationally-recognized financial advisors, to better integrate their distinctive understanding of their clients' personal and financial circumstances with the fiduciary responsibilities of a corporate trustee.
Although National Advisors Trust acts as trustee, JoycePayne Partners serves as your primary advisor. This ensures that fiduciary matters are conducted in a manner consistent with your long-term goals and objectives while maintaining sensitivity to your unique family needs. If you have an existing trust relationship, JoycePayne Partners and National Advisors Trust can coordinate the transfer of the fiduciary responsibilities and management of the trust assets.
To find out how our trust services can benefit you or to get our trust administration fee schedule, please contact us at 804.358.2702.