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At VCB Trust, our commitment is to our client and developing a rewarding relationship. Our years of experience enable us to understand individual customer financial needs. With VCB Trust, you will benefit from Nationwide trust services and estate planning to meet your needs.
Individuals sometimes appoint themselves, a family member, attorney or family friend as trustee of their trusts. Even in this situation, there are benefits from having the trust company act as the Agent for Trustee. For many individuals, the administrative aspect of serving as trustee is time-consuming and challenging to ensure they stay in compliance with the trust document. By appointing National Advisors Trust to act as your agent, you (or the individual you have appointed as trustee) will still retain fiduciary responsibility, while the trust company provides asset custody, trust-style statements and trust officer support. VCB Trust continues to work directly with the client to manage trust assets and achieve the client’s financial goals and objectives.
VCB Trust provides trust solutions for clients whose financial, family or business needs require the services of a professional fiduciary. VCB Trust is a Trust Representative Office of National Advisors Trust Company, one of the largest federally chartered trust companies created by registered investment advisors for the benefit of their clients.
VCB Trust works with estate planning professionals on a local level to provide the consistent trusted services needed by our shared clients. By working together, VCB Trust, VCB Wealth Management and the estate planning professional are able to build a strong foundation for the client by providing a solid trustee and investment management solution while helping clients protect their wealth and remain confident about the future of their estates.
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By working with our nationally chartered trust company, VCB Trust delivers a comprehensive, locally-managed trust services solution.
Our team is trained to work with you on a personal and confidential level. We know the importance of a relationship built on trust and understanding-especially when it comes to the investment of your money. Our team will introduce you to a variety of investments, inform you of the advantages and disadvantages of all information reviewed while making recommendations based on your total financial picture!
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VCB Trust is a Trust Representative Office of National Advisors Trust Company.
About National Advisors Trust
National Advisors Trust Company, is federally chartered and regulated by the Office of the Comptroller of the Currency (OCC), a bureau of the U.S. Treasury Department, and is authorized to do business in all 50 states. It is a member of the Federal Deposit Insurance Corporation (FDIC). By law, client assets are segregated from the capital assets of National Advisors Trust and are not subject to potential creditor claims against the trust company. As an independent trust company created by the client’s trust advisor, the trust company’s primary responsibility is to ensure the safekeeping of investment assets.