KANSAS CITY, Mo., Nov. 29, 2016 /PRNewswire/ -- National Advisors Trust Company, FSB and National Advisors Trust of South Dakota, Inc. (National Advisors) announced the formation of a strategic relationship with RSM US Wealth Management LLC. Working collaboratively with RSM US Wealth Management, National Advisors has developed a comprehensive program to make available its full suite of trust services to clients of RSM US Wealth Management. RSM US Wealth Management identified National Advisors' outstanding reputation and directed trust model as a unique complement to its disciplined approach to providing objective and independent investment strategy advice. The directed trust model separates investment activities from trust administrative activities, under a structured program that will provide clients with a straightforward process to engage National Advisors to provide expert trust services.
"National Advisors' personalized trust services coupled with their nationwide reach and sole focus on trust services were significant factors in forming this strategic relationship," said Tony Wood, National Leader for Private Client Services. "The synergies between our companies and National Advisors' proven track record for expertly managing the most complex trust situations will allow our companies to work together closely to create a powerful client experience and expand our services to deliver truly holistic wealth management solutions."
RSM US Wealth Management is a wholly owned subsidiary of RSM US LLP, the fifth largest audit, tax and consulting firm in the U.S. and the leading firm focused on serving middle market businesses. RSM US Wealth Management was recently ranked No. 4 by Accounting Today* on the publication's tenth annual list of Top Billion Dollar Firms by Assets Under Management (AUM). In addition to working with affluent families, executives and closely-held business owners, RSM US Wealth Management advisors work closely with tax professionals at RSM US LLP to deliver trust services to clients.
"Adding National Advisors' branded trust services to RSM US Wealth Management will help bring their advisors closer to clients and deepen long-term relationships, further enhancing the close, personalized client relationships that distinguish the firm," said Jim Combs, President and CEO of National Advisors Holdings, Inc. and its affiliates. "RSM US Wealth Management is well known to be client centric and to understand their clients' specific circumstances, needs, issues and challenges. This knowledge will enable our strategic relationship to be extremely effective in delivering focused trust solutions and creating an excellent client experience."
About RSM US Wealth Management
RSM US Wealth Management LLC provides investment advisory services, financial planning and other wealth management services to individuals and businesses. RSM US Wealth Management LLC is an SEC-registered investment advisor. RSM US Wealth Management's parent company and sole member is RSM US LLP.
About RSM US LLP
RSM US LLP (formerly McGladrey LLP) is the leading provider of audit, tax and consulting services focused on the middle market, with 9,000 people in 86 offices nationwide. It is a licensed CPA firm and the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with more than 38,300 people in over 120 countries. RSM uses its deep understanding of the needs and aspirations of clients to help them succeed. For more information, visit www.rsmus.com.
About National Advisors
National Advisors is a family of companies providing expert nationwide trust, custody and concierge services to trusted advisors and the families they serve. National Advisors is comprised of the following entities: National Advisors Trust Company, FSB; National Advisors Trust of South Dakota, Inc.; National Advisors Concierge Services; and National Advisors Holdings, Inc. Enriching lifelong relationships unites and unifies the professional staff of National Advisors. We embrace our clients with this common purpose, delivering a seamless, consistent experience across our family of companies.
*The Accounting Today ranking is solely based on Assets Under Management of CPA firms with financial planning services that participated. For more information, please contact Accounting Today at 800-869-6882 or refer to their website: www.accountingtoday.com. This survey may not be representative of any one client's experience and is not indicative of future performance.
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SOURCE National Advisors Trust