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Rehmann Trust Services

 

Building A Strong Foundation: Trust Solutions for Your Financial, Family, and Business Needs

At Rehmann, we understand the importance of having a reliable fiduciary to meet your financial, family, and business needs. As a Trust Representative Office of National Advisors Trust Company, one of the largest federally chartered trust companies, we are dedicated to building a strong foundation for your future. Together, we create a robust trustee and investment management solution that safeguards your wealth and instills confidence in the future of your estates. 

A Locally Managed Trust Service Tailored to You

We provide comprehensive trust services designed to meet your specific requirements. Here’s what sets us apart:

Expertise at Your Service: By partnering with Rehmann, you not only gain access to our expertise as your wealth advisor but also tap into the knowledge and guidance of our talented trust professionals. We work collaboratively to ensure that your trust is managed with the highest level of expertise. 

Cost-Effective Solutions: We understand the importance of managing your trust efficiently and cost-effectively. Our fee structure is designed to provide excellent value for your investment, allowing you to maximize the benefits of our trust services. 

Flexibility to Meet Your Goals: Your trust administration should align with your objectives and meet the unique needs of your beneficiaries. We offer flexible options such as co-trusteeship, allowing you to share administrative responsibilities and tailor the trust administration to your specific goals. 

Local Support, National Coverage: Combining face-to-face meetings with our knowledgeable representatives in your local area with the extensive resources and security of a federally chartered trust company. Whether you stay in your current location or relocate to another state, our trusted trust administration remains seamless and reliable. 

Our Comprehensive Services Include

Trust Services

We offer a wide range of trust options, including revocable trusts, charitable trusts, irrevocable life insurance trusts, special needs trusts, and more. Choose the solution that aligns with your goals. 

Custodial Services

Safeguard your securities with our secure custody services. We handle income collection, settlement of securities trades, payment of funds, and ensure timely statement delivery. We also provide custody for alternative investments. 

Retirement Plan Services

Rely on us as your custodian or trustee for IRAs, defined benefit plans, 401(k) plans with a daily valuation platform, defined contribution plans, and even a Roth 401(k) feature within a 401(k) plan. 


Rehmann is a Trust Representative Office of National Advisors Trust Company (NATC) and National Advisors Trust of South Dakota, Inc. (NATSD) doing business as Rehmann Trust