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VCB Commitment <span>To Our Clients</span>

VCB Commitment To Our Clients

VCB Trust Services

Trust Services

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. 

 

Agent For Trustee

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.

<div id="investment-management">Building a Strong Foundation</div>

Building a Strong Foundation

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.

Estate Planning Professional

 

  • Works with the client to recommend and establish the appropriate trust
  • Appoints VCB Wealth Management as the investment advisor and VCB Trust as corporate trustee, co-trustee or agent for trustee
VCB Wealth Management

 

  • Oversees the client/investment advisor/trustee relationship
  • Manages the investments in accordance with the trust document while incorporating tax and estate planning strategies

 

 

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VCB Trust

  • Ensures safekeeping of all trust assets
  • Performs trust administration duties as outlined in the trust document such as distributions, statement production, tax reporting and bill paying
  • Provides principal and income trust accounting

A Locally Managed Trust Service

By working with our nationally chartered trust company, VCB Trust delivers a comprehensive, locally-managed trust services solution.

 

  • Expertise.  Retain VCB Trust as the corporate trustee while gaining access to the talented, experienced trust professionals from National Advisors Trust.
  • Cost Effective.  Benefit from trust services provided in a cost efficient manner with a competitive fee structure.
  • Flexibility. Opt to work with co-trustees by sharing administrative responsibilities to achieve the objectives of the trust and meet the needs of the beneficiaries.
  • Local Support, National Coverage.  Combining face-to-face meetings with VCB Trust representatives and the scope of a federally chartered trust company provides peace of mind to clients. With national coverage, clients are able to relocate to another state with no concerns about a move affecting their trust administration.
A Locally Managed Trust Service
Trust Services

 

  • Revocable Trusts
  • Charitable Trusts
  • Irrevocable Life Insurance Trusts
  • Special Needs Trusts
  • Irrevocable Trusts
  • Institutional Trusts
  • Agent for Trustees
  • Living Trust
  • Testamentary Trust
Custodial Services

 

  • Securities safekeeping
  • Income collection from securities
  • Settlement of securities trades as directed
  • Payment of funds when directed
  • Timely statement delivery
  • Custody for alternative investments
Retirement Plan Services

 

  • IRAs: custodian or trustee
  • Defined benefit plans
  • 401 (k): daily valuation platform
  • Defined contribution plans
  • Roth 401 (k) feature within a 401 (k) plan
  • Tax & Estate Planning
  • Estate Administration
Trust Team

Trust Team

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!

Meet Our Team   Contact Us

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.