Trust Services

Trusts allow individuals and families and to preserve their wealth and pass assets to future generations.  Trust structures also provide a degree of privacy unavailable with traditional probate assets.

Advantages of Trusts include:

• maximizing wealth for family and charitable beneficiaries
• providing continuity through multiple generations
• limiting taxes and fees
• providing flexible distribution schedules
• allowing professional management of traditional and non-traditional assets

Laidlaw Group offers corporate trustee services through National Advisors Trust, a federally chartered trust company regulated by the Office of Thrift Supervision.  David Laidlaw, Laidlaw Group's principal, is a shareholder of National Advisors Trust along with approximately 130 other Registered Investment Advisory companies.