Trust Services

Serving Clients from Sarasota to Venice, and beyond

White Oaks recognizes that to effectively serve our clients, now and for future generations in their total wealth management and preservation needs, trusts will be an important component.

If you have a trust or you’re looking to set one up, and tired of the 1-800 number service elsewhere, please consider White Oaks Trust Services.

In the Trust service industry, attorneys and consumers are most concerned about the service and cost levels for Trusts in the $1 million – $20 million range. This is our sweet spot and we have received national recognition for our service.

Trusts can be used for various reasons and include the following:

  • Irrevocable Life Insurance Trusts
  • Irrevocable Trusts
  • Revocable Trusts
  • Charitable Trusts
  • Special Needs Trusts

In addition trust company services can be used for:

  • Securities Safekeeping
  • Income Collection
  • Settlement of Securities
  • Payments of funds
  • Various Retirement Plan and IRA services

White Oaks Wealth Advisors has partnered with National Advisors Trust Company to form White Oaks Trust Services (affiliated with National Advisors Trust Company, FSB). Our partnership with NATC will ensure our clients receive superior Trust Services.

Why did we choose to partner with National Advisors Trust Company?

  • NATC was formed by 80 independent Financial Advisors around the country who wanted a better solution for their clients
  • Very price competitive
  • Federally chartered – can do business in any state and have access to Delaware Law
  • Unlike other trust companies they do not make loans or investments, they simply provide custody and trust services

Get Started

Want to know if you’re the right fit for our trust services? Contact us or click on the button below to schedule a meeting.

White Oaks Trust Services, a division of National Advisors Trust Company, FSB

Crash Test Your Portfolio

Is Your Investment Portfolio Ready for the Next Downturn?

Volatility in our existing client's portfolios has been very important to evaluate.
Schedule your free crash test portfolio review now to ensure your portfolio can handle unexpected spikes in the market.