Peggy Sizow

National Advisors Trust is a premier, independent national trust company. We were founded in 2001 to empower advisors and families to capitalize on the complete value of trusts, create enduring legacies and ensure the protection and continuity of wealth from one generation to the next. We provide a directed trustee model and nationwide trust administrative services delivered by an in-house team with deep expertise and knowledge, decades of proven experience, and a commitment to quality and attention to detail in execution. We are also recognized as one of “America’s Most Advisor-Friendly Trust Companies” – partnering with independent wealth advisors and estate planners across the country. We are dual-chartered—holding both a national trust charter that extends trust services into all 50 states and a progressive South Dakota state trust charter through National Advisors Trust of South Dakota, Inc. to keep clients at the forefront in one of the country’s leading trust jurisdictions. This enables advisors and families to have greater flexibility and more options. At the heart of everything we do is our belief that the estate planning and trusts industry is fundamentally about families and the selfless pursuit of acting today to protect future generations. It’s what inspires us every day to deliver complete trust solutions and exceptional service—and we are proud of the impact we have had over the decades. National Advisors Trust is a wholly-owned subsidiary of National Advisors Holdings, Inc. regulated by the Office of the Comptroller of the Currency (OCC) and is a member of the FDIC. National Advisors Trust of South Dakota, Inc. is regulated by the Division of Banking of South Dakota Department of Labor and Regulation. Marketing material is for informational purposes only and is not intended to constitute legal or tax advice. Please consult with a qualified professional regarding your specific circumstances.