National Advisors Trust (“NAT”) and BakerAvenue Wealth Management (“BakerAvenue”) are proud to announce their new trust services relationship.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260915139651/en/

National Advisors Trust is one of the nation’s leading independent trust partners with approximately $7.7 billion in assets under administration as of 6/30/2026. The firm provides comprehensive trust services and has been recognized as one of America’s Most Advisor-Friendly Trust Companies for the past 15 years.

BakerAvenue is an SEC registered investment adviser with approximately $6.1 billion in assets under management and has been recognized as one of Forbes America’s Top RIA Firms and Financial Times’ Top Financial Advisers, among other industry acknowledgments.

A key component of the relationship will be the use of NAT’s white-label service offering in which BakerAvenue Asset Management, LP is a Trust Representative Office of National Advisors Trust Company (NATC) and National Advisors Trust of South Dakota, Inc. (NATSD) doing business as BakerAvenue Trust Company.

“We are excited to support BakerAvenue, a leader in the independent wealth management space,” said James A. Combs, Jr., President and CEO at National Advisors Trust. “The rising demand for estate and trust planning puts BakerAvenue Trust Company in an ideal position to help their clients protect generational family wealth and build a meaningful legacy – and we are here to support them every step of the way.”

The relationship will position BakerAvenue Trust Company to

  • Provide comprehensive trust services and education

  • Serve as corporate trustee, co-trustee, or successor trustee

  • Handle all fiduciary responsibilities and trust administration

  • Manage reporting, recordkeeping and required filings

  • Ensure objectivity and neutrality to navigate family disputes

  • Provide continuity from one generation to the next

“As fiduciaries, we are focused on helping clients make an impact, foster long-term value creation, and successfully manage their Lifestyle, Growth, and Legacy transitions,” said Simon Baker, Founder, Executive Chairman & Partner at BakerAvenue. “Estate and trust planning is an essential piece of that value proposition, and we were drawn to National Advisor Trust based on their culture of personal service and decades of proven trust expertise and experience.”

To learn more about BakerAvenue’s corporate trustee services, view their on-demand webinar: Trust Administration Essentials.

About National Advisors Trust

Established in 2001, National Advisors Trust is one of the nation’s premier independent trust companies, committed to empowering advisors and families with comprehensive trust services and a directed trust model to help preserve wealth and build family legacies. With national and South Dakota charters, National Advisors is positioned to administer trust services in every state. For more information, please visit https://nationaladvisors.com/.

About BakerAvenue Asset Management, LP

BakerAvenue is an independent SEC Registered Investment Advisor providing wealth management, investment management and family office services to individuals, families and foundations. Founded in 2004, BakerAvenue guides clients through personal and professional transitions to help make a meaningful impact on their lives. BakerAvenue is headquartered in San Francisco with offices in Texas and New York. https://www.bakerave.com/

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

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