The Trust Solution - Trust Management Services

"Trusts are ingenious instruments for controlling and distributing assets according to your wishes." - Tom Request Your Free Consultation

Our trust management services were created to design and manage trusts that would organize your financial affairs according to your wishes and provide direction to the next generation in order to avoid probate.

• The Financial Model identifies all of your assets, lifestyle goals, and interests. It is the basis for the estate planning process from which both current and projected wealth are defined, and estimated potential tax liabilities are explored
• The estate plan defines how the estate is to be allocated, and how best to minimize taxes
• The Darrow Company's investment professionals then create and fund the right Trust Solution customized for your situation

The trustee we recommend using for clients' trusts and providing trust services is National Advisors Trust Company FSB, one of the nation's largest independent federally-chartered trust companies founded by independent financial advisory firms nationwide. Thomas McFarland, President of The Darrow Company, is a shareholder of approximately a 1% interest in National Advisors Holdings, Inc. National Advisors Holdings, Inc. is the parent company of National Advisors Trust Company, FSB.

National Advisors Trust ensures:

• Client accounts are served properly with quality trust and custodial services.
• Clients have instant access via nationaladvisorstrust.com to their own confidential account information.
• Reporting, record-keeping, transaction execution, asset safeguards, and confidentiality to provide the highest standards of reliability and security.

Contact Us for more information regarding The DarrowCFO™ Advantage Trust Solution and Wealth Management capabilities.

Go to Step 5: The Darrow Wealth Management Program