Carlson Trust works with clients whose financial, family or business needs require the services of a professional fiduciary who can integrate trust solutions into the client’s overall financial plan. We utilize a team approach to recommend seamless solutions that provide clients with the peace of mind that they have planned well for the future.
Carlson Trust is a Trust Representative Office of National Advisors Trust— the largest federally-chartered trust company in the U.S. to be created by Registered Investment Advisors for the benefit of their clients. Working together, Carlson Trust and National Advisors Trust provide clients with an integrated trustee and investment management solution—helping clients to protect their wealth and remain confident about the future of their estate.
Integrated Trust Services
Peace of mind and family harmony result from expert insight and integrated planning. Carlson Capital Management has spent thirty years advising individuals and families on inter-generational asset protection and strategies designed to help maximize assets and achieve personal and financial goals.
Where others might offer individual areas of expertise, our team approach through Carlson Trust leverages the wisdom of many to deliver top results. The closely aligned team – a trust officer, investment specialist, attorneys, and other professionals – all coordinate with each other; all focused on our clients and their families.
In the following articles we address some of the key questions clients initially ask with regard to whether or not they should consider a trust.
Do I Need a Trust?
Trusts: A Multi-Purpose Planning Tool
Should We Consider a Credit Shelter Trust?
Credit Shelter Trusts: A Trust for the Benefit of a Surviving Spouse
Do I need a Corporate Trustee?
Choosing a Trustee