Concentus Private Trust2021-07-28T14:42:19-04:00

Concentus Private Trust

Planning for a family’s transfer of wealth, plans for incapacity, and executing on those plans can be a significant challenge both for clients and their trusted advisors.

Many of our client families find it difficult to decide on a suitable set of trustees to manage their estates and advise their families over future generations.

It is for this reason that we formed Concentus Private Trust so that you can rely on our firm to help carry out your wishes after you are gone.

Concentus Private Trust is a Trust Representative Office of National Advisors Trust— the largest federally-chartered trust company in the U.S. to be created by Registered Investment Advisors for the benefit of their clients.  Working together, Concentus Private Trust and National Advisors Trust provide clients with an integrated trustee and investment management solution—helping clients to protect their wealth and remain confident about the future of their estate.

To learn more about the value of using Concentus Private Trust and NATC as your corporate trustee, read: Why use NATC as Corporate Trustee

Trust Resources

Why a Corporate Trustee?
Why use NATC as Corporate Trustee

Does it matter what state my Trust is domiciled in?
Silence May Be Golden

Interested to see how the Concentus Private Trust can integrate with your Estate Plan?

Contact us at 610-994-9190 or start a conversation here.

Concentus Private Trust, a Trust Representative Office of National Advisors Trust Company (NATC) and National Advisors Trust of South Dakota, Inc. (NATSD)

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U.S. Securities and Exchange Commission

Additional information about Concentus Wealth Advisors and our investment advisor representatives is also available online at WWW.ADVISERINFO.SEC.GOV or BROKERCHECK.FINRA.ORG. You can view our firm’s information on this website by searching for Concentus Wealth Advisors or by our CRD number 170052.