National Advisors Holdings Launches South Dakota Trust Company

National Advisors Trust of South Dakota delivers trust services for RIAs' high-net-worth clients that feature South Dakota's uniquely beneficial trust and tax environment.

Aug 27, 2013, 09:59 ET from National Advisors Holdings, Inc.

OVERLAND PARK, Kan., Aug. 27, 2013 /PRNewswire/ -- National Advisors Holdings, Inc. announced the launch of its new South Dakota trust company, National Advisors Trust of South Dakota (NATSD).

NATSD provides RIAs with expanded trust services for their high-net-worth clients that take advantage of South Dakota's unique trust jurisdiction opportunities for protecting and passing on wealth.  NATSD provides advisors with some of the most flexible and innovative trust and tax laws in the country, including: unlimited trust duration, allowing a trust to endure perpetually; no state tax on income, capital gains, dividends, interest, intangibles or any other income; privacy and security to protect the confidentiality of a trust, including sealed trust records; self-settled asset protection trusts and third-party discretionary trusts for asset protection; directed and delegated trusts.

"NATSD is an important expansion to the trust services we provide to RIAs for their high-net-worth clients because of South Dakota's advantageous trust and tax laws, " said David Roberts, Chairman of the Board for NATSD.  "NATSD's trust options make it easy for advisors to help clients pass their wealth on to future generations securely and efficiently, and retain clients through multiple generations.  We are also helping provide advisors a competitive edge, a way to differentiate themselves in the marketplace, and attract new clients."

Additional details regarding NATSD are available online at

About National Advisors Holdings
National Advisors Holdings, Inc. is the holding company for National Advisors Trust of South Dakota, and National Advisors Trust Company, FSB.

About National Advisors Trust of South Dakota
National Advisors Trust of South Dakota (NATSD) is a professional trust company that works with independent investment advisors to provide flexible, individualized, service-oriented, cost-effective trust administration. NATSD offers tax favored trust situs, access to modern trust statutes, customized trust administration, advanced technology, quality service, creative strategies, and competitive fees. NATSD's services include trust administration of both trusts established pursuant to South Dakota law, and trusts of other states moved to South Dakota (e.g. change of trust situs by naming or appointing NATSD as trustee). NATSD provides directed trust administration services for standard and non-standard assets. All of NATSD's services and advantages are available without the necessity of either the trust grantor or beneficiaries having to reside in South Dakota. NATSD creates a true partnership with trusted advisors, welcoming the input and ongoing involvement of the attorney, CPA and investment advisors. We believe that this inclusive approach, combined with our comprehensive trust services, creates a unique environment that promotes relationship continuity and advantageous trust opportunities, making NATSD the trust company of choice for independent advisors and their clients. For more information on NATSD, visit

About National Advisors Trust
National Advisors Trust Company, FSB, is a federally chartered trust company with more than $8 billion assets under administration referred by more than 135 RIA firms throughout the country.  Founded in 2001, it is the largest independent, RIA-owned trust company in the nation, and is authorized to do business in all 50 states. The company provides a broad range of trust and custody services uniquely designed and positioned for clients of an RIA, including; an advanced, multi-custodian investment management platform, trust accounting services, referral marketing programs, trust education programs, practice management programs, economies of scale, and other related services to advance the success of participating RIA firms and their clients. National Advisors Trust is a "trust only" organization focused on trust and custody services for RIA firms and is not involved in lending and depository banking functions. For more information on National Advisors Trust, visit

For more information contact:
National Advisors Trust of South Dakota
Corrine Smith

Cindy Ralls


SOURCE National Advisors Holdings, Inc.