BRB Trust

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Building a Strong Foundation

You’ve worked hard for what you have and want to make sure your loved ones or favorite charities are taken care of. So planning now makes good sense. Utilizing a trust preserves your wealth, can minimize your tax exposure and maximize benefits to those important to you.

We work closely with clients to understand both their current and future needs and develop plans to meet their goals. We want to not only understand your financial goals but also to get to know you. Let us put our expertise and resources to work for you to plan your legacy and manage your wealth. Our trust services include:

  • Trust Administration
  • Investment Management
  • Estate Planning
  • Estate Administration & Settlement
  • Custody and Bill Paying
  • Retirement Planning
  • Foundation Management & Accounting
  • Guardianships
  • Employee Benefit Plan Servicing 

Business Trust Services 

Trust services are not just for personal finances. Businesses of all sizes can benefit greatly from a wide variety of trust services. We offer a complete range of business planning and financial management services to help businesses and not-for-profit organizations succeed.

Business Services include:

  • Business trusts
  • Institutional custody services
  • Business succession planning
  • Endowment management services

Our experienced trust professionals work with business owners, boards of directors, and management teams to understand their options, meet their objectives, and achieve success. To learn how BRBTrust can help your business, contact us today.
 

Scholarships

We're proud to support our community's younger generation through our Scholarship program. We have several scholarship opportunities for high school seniors located throughout the Northern Neck, Petersburg, Dinwiddie, and Prince George County. 

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Trust FAQs

If you've ever wondered about the advantages of a trust, how to retain control over funds placed inside a trust, what sort of rate-of-return expectation is reasonable, or have any other questions, our Frequently Asked Questions (FAQs) is a great place to learn more.

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Get to know the Trust Team
 

About National Advisors Trust

National Advisors Trust Company, is federally chartered and regulated by the Office of the Comptroller of the Currency (OCC), a bureau of the U.S. Treasury Department, and is authorized to do business in all 50 states.  It is a member of the Federal Deposit Insurance Corporation (FDIC). By law, client assets are segregated from the capital assets of National Advisors Trust and are not subject to potential creditor claims against the trust company. As an independent trust company created by the client’s trust advisor, the trust company’s primary responsibility is to ensure the safekeeping of investment assets.

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