There was a time when trustee services were provided by your local banker, someone who you and your family knew personally. Unfortunately, such relationships are rare in today’s era of multinational mega-banks. However, it’s more important than ever to work with a professional trustee who has a relationship with you, is accessible to all beneficiaries and can help you and your heirs navigate financial decisions. Learn how Navigoe brings together the relationship of the traditional community banker with the expertise and resources of a modern estate planner.
Through our association with National Advisors Trust Company (NATC), Navigoe Trust provides a wide range of trustee services. NATC is the largest federally-chartered trust company, created by registered investment advisors for the benefit of their clients.
Navigoe partners with all the professionals involved in your estate planning and administration. Our team can serve several roles depending on your level of need.
Minimize personal issues that commonly arise when one child or family member is put in charge of administering the trust, helping preserve harmony and relationships.
Protect your wealth, and maintain compliance with internal auditors, outside auditors and government regulations.
Leverage our trust administration and investment management expertise to efficiently and effectively manage your trust.
Maintain fairness by administering the trust as it was written, and avoid the pressure of favoring one class of beneficiaries over another.
Live the best life possible by collaborating with us to design a strategy, implement those plans and monitor your progress.Learn more
Protect and grow your wealth with a partner who carefully manages your portfolio to minimize risk and maximize returns.Learn more
Get a helping hand updating your company’s 401(k) offerings or starting a new retirement plan for your employees.Learn more
Meet with our CERTIFIED FINANCIAL PLANNER™ professionals to get financial guidance without a huge commitment.Learn more