Inlet Private Wealth, a boutique wealth management firm serving high net worth individuals, families and institutions, has launched Inlet Private Wealth & Trust to provide comprehensive, personalised trust services to its clients.
Inlet Private Wealth & Trust is a Trust Representative Office of National Advisors Trust Company (NATC), an independent trust company with a national charter providing trust services in all 50 states. Inlet Private Wealth & Trust delivers a full range of trust and trustee services with administrative trust services provided by NATC.
“Adding trust services brings additional breadth to our already comprehensive wealth management services, allowing us to provide personalised trust and estate planning solutions to our clients and their families over generations,” says Victoria Peaper, Chief Executive Officer of Inlet Private Wealth. “Trusts are a regular feature in the highly customised solutions we plan and implement for our clients. Like wealth management, estate planning is a deeply personal process based on each client’s unique goals. No two clients are alike, and we pride ourselves on working closely with clients to tailor solutions to meet their individual needs.”
Distinguished for being conservative with capital and creative with solutions, the combination of Inlet Private Wealth & Trust and Inlet Private Wealth creates a holistic investment management, trust and estate planning offering to serve individuals and families with comprehensive lifetime solutions.
Inlet Private Wealth researched and evaluated several trust services options before selecting NATC.
“We considered many options for trust services, but NATC and its private label Brand Advantage program was the best fit,” says Ted Furniss, Chairman and Chief Investment Officer of Inlet Private Wealth. “NATC was created by and for advisors, and is owned by advisors; they understand our business. The company’s business model is advisor friendly, with non-competing services. Their corporate directed trustee model allows us to remain in charge of investment management and be named in our clients’ trust documents as the investment advisor. The private label program allows us to market branded trust services, and includes trust education programs and marketing support. It’s really a tremendous partnership with great synergies, helping us further strengthen the lifelong bonds we build with our client families.”