Pinnacle Private Trust

A Next-Generation Trust Solution

In the world of corporate trust administration, Pinnacle Private Trust provides a refreshing alternative – a truly next-generation corporate trustee solution. Pinnacle Private Trust uniquely combines the depth of a premier, independent national trust company with Pinnacle Advisors’ investment capabilities and the integration of your legal and tax advisors, all working together as one team to deliver an independent corporate trustee solution. By offering you a professional fiduciary with investment expertise that delivers local and personalized trust services, Pinnacle provides an integrated administrative platform that brings a more comprehensive approach to trust administration.

Administer Trust with Peace of Mind using Pinnacle Private Trust

Administering a trust comes with challenges, and choosing the right trustee is crucial. While there may be a natural inclination to select a family member or individual, they often lack the experience, discipline, and time required for proper trust management, along with the necessary investment, tax, and legal knowledge. Opting for a corporate or professional trustee can provide peace of mind by avoiding potential conflicts with beneficiaries and navigating the complexities of trust administration more effectively.

Old Corporate Trustee Model:

  • Unresponsive large banks and financial institutions

  • Complacent service and poor communication

  • Hidden fees and compensation

  • Institutionalized service model

  • Proprietary products

  • Lack of accountability among involved advisors

  • Conflicts of interest

  • Untimely and confusing administration

Pinnacle’s Next- Generation Model:

  • Responsive and coordinated administration

  • Personalized service and relationship

  • Independent insight and oversight

  • Disciplined investment, legal, and tax approach

  • Transparent fee structure

  • Objective expertise

  • Integrated planning during lifetime and at death

  • Solution orientated approach and focus

Pinnacle Private Trust is a trust representative office of
National Advisors Trust Company (NATC).

Pinnacle Private Trust works closely with National Advisors Trust Company (NATC). As a national trust bank, chartered by the Comptroller of the Currency of the Treasury Department of the United States, NATC is subject to regulation and examination by the Office of the Comptroller of the Currency and is also required to follow applicable Federal Reserve Bank and FDIC regulations and rules. NATC, as a national trust bank, offers its trust services nationwide, in all 50 states.

In their collaboration, NATC manages trust administrative services, while Pinnacle Advisors takes care of investment management and client collaboration. This partnership ensures personalized and responsive trust administration from a federally-chartered trust company while maintaining the trusted relationship clients have with Pinnacle Advisors.

  • Living Trusts

  • Asset Protection Trusts

  • Revocable and Irrevocable Trusts

  • Residence and Educational Trusts

  • Charitable Trusts and Family Foundations

  • Special Needs Trusts

  • All types of Dynasty and similar multigenerational trust arrangements

Peace of mind and family harmony can be the result of insight and integrated planning. That is why we are committed to providing you with the value and experience you deserve.

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Important Disclosure Information

Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk. Therefore, there can be no assurance that the future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Pinnacle Wealth Planning Services, Inc. [“Pinnacle”]), or any consulting services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Pinnacle is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from Pinnacle. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.pinnacleadvisors.com. The scope of the services to be provided depends upon the needs and requests of the client and the terms of the engagement. Please Remember: If you are a Pinnacle client, please contact Pinnacle, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently.