Trust Services

The Halliday Private Trust

Protection and provision for family members has always been near the top of practically every parents’ priorities. For those wise enough to consider a long-term perspective, establishment of a trust may be the most prudent way to preserve family assets and reduce expenses.

We are proud to now offer Halliday Private Trust; protecting and growing family wealth for multiple generations. Your family deserves independent insight and leadership, devoid of ulterior motives and conflicts of interest. Experience the comfort of a “true” fiduciary, with a common sense and disciplined approach, combined with local personalized service, and nationally recognized excellence.

Halliday Private Trust a Trust Representative Office of National Advisors Trust, FSB, the nation’s largest federally chartered advisor owned independent trust company, provides your family with professional guidance for multiple generations.

Halliday Private Trust integrates seamlessly with your financial advisor to provide top trust technology and administrative support. There is no need to change your investment philosophy, asset management style or portfolio holdings. You will also maintain your attorney, accountant or other professional relationship. Halliday Private Trust ascribes to the highest standard of service set forth in ISO 9001 – an international measure focused on quality management systems and continuous improvement of product/service delivery.

A Brief Description of Trust Types:

• Revocable Trusts
• Charitable Trusts
• Irrevocable Trusts
• Agent for Trustee
• Special Needs Trusts
• Marital Trusts
• Bypass Trusts
• Generation Skipping Trusts
• Dynasty Trusts
• Irrevocable Life Insurance Trust
• Qualified Terminable Interest Property

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