BakerAvenue Trust Company
Protecting Your Legacy With Intention
Secure What Matters Most
BakerAvenue Trust Company provides clients with independent trustee services that are designed to help you protect and manage your legacy with clarity and confidence. We are committed to helping clients navigate all trust-related matters and deliver corporate-directed trustee solutions that reflect your goals and adapt to life’s evolving complexities. Whether you’re navigating transitions or planning for future generations or philanthropic goals, our team ensures your trust strategy is both resilient and refined — so your legacy endures with peace of mind.
Trust Services
- Review and administer trusts in accordance with the document and governing statutes
- Process and coordinate fiduciary actions including discretionary distributions, document interpretation, tax compliance, and account maintenance
- Safeguard trust assets and securities, including unique assets
- Adhere to principal and income accounting standards
- Prepare and distribute trust accountings and statements
One of the most important decisions in your estate plan is choosing a trustee. This individual or entity will be responsible for managing your assets and carrying out your wishes for your beneficiaries. While many people default to naming a family member or friend, appointing a corporate trustee is a powerful alternative that can offer security and peace of mind for you and your family.
PARTNERING FOR SUCCESS
BakerAvenue Trust Company was launched to provide our clients with the ability to utilize independent trustee services while maintaining efficient communication between trustees and investment managers. Baker Avenue 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. Under our bifurcated model, corporate Trustee services are delivered exclusively by National Advisors Trust Company doing business as BakerAvenue Trust Company, while Baker Avenue Asset Management LP delivers wealth management services and collaborates with NATC to deliver a seamless client experience. This structure helps ensure you have a personalized and responsive trust administration service from an independent federally chartered trust company, all while maintaining the trusted relationship you have with Baker Avenue Asset Management LP.
BakerAvenue Trust Company provides clients with access to experienced trust professionals that can service client needs and administer trusts in all 50 states. As a national trust bank, chartered by the Comptroller of the Currency of the Treasury Department of the United States, NATC is subject to regulation and examination and must also follow applicable Federal Reserve Bank and Federal Deposit Insurance Corporation regulations and rules. NATC offers its trust services in all 50 states.
BakerAvenue Trust Company FAQs
A corporate trustee is an institution, rather than an individual, appointed to administer a trust, manage its assets, and carry out its provisions in accordance with the trust document and applicable law. BakerAvenue Trust Company serves as a professional corporate trustee for high-net-worth and ultra-high-net-worth families, providing fiduciary oversight, investment management, tax coordination, and distribution administration. Unlike an individual trustee, a corporate trustee provides institutional continuity and does not become incapacitated, predecease beneficiaries, or create conflicts of interest that can arise when a family member holds the role.
Using BakerAvenue Trust Company as a corporate trustee provides several advantages over naming an individual. Corporate trustees offer uninterrupted continuity across the life of the trust, objective and impartial administration of discretionary distributions, professional investment management aligned with trust objectives, legal accountability under fiduciary standards, and coordination with attorneys and CPAs on tax and compliance matters. For trusts that span multiple generations or hold complex assets, a corporate trustee reduces the administrative burdens placed on family members.
A professional corporate trustee can be appropriate in a variety of situations including: long-term trusts intended to benefit multiple generations; significant or complex assets such as business interests, real property, or concentrated stock; complex family dynamics that make impartial administration important; or the absence of a family member with the financial expertise and time to serve effectively. BakerAvenue Trust Company is appointed in situations where the grantor wants professional continuity and the integration of trust administration with ongoing investment and tax management.
BakerAvenue Trust Company is an independent trust company that is directly integrated with BakerAvenue’s wealth management, tax planning, and estate planning teams. This means trust assets are managed within the same investment framework used for the client’s broader portfolio and coordinated with the client’s tax plan and estate strategy. Some bank trust departments operate separately from a client’s investment advisor; BakerAvenue Trust Company’s integration eliminates that disconnect and provides a single, cohesive advisory relationship across wealth, trust, and tax.
BakerAvenue Trust Company can be named as successor trustee in revocable living trusts and as trustee in all types of irrevocable trusts, including: testamentary trusts; charitable remainder trusts (CRTs); special needs trusts (SNTs); grantor retained annuity trusts (GRATs); spousal lifetime access trusts (SLATs); intentionally defective grantor trusts (IDGTs); dynasty trusts designed for multi-generational wealth preservation, and trusts arising from estate settlement. BakerAvenue Trust Company can serve as sole trustee, co-trustee alongside a family member or another institution, or successor trustee when an individual trustee steps down or is no longer able to serve.
Trust assets managed by BakerAvenue Trust Company are invested through the same disciplined, tax-aware investment process used across BakerAvenue’s wealth management practice. Portfolio construction reflects the trust’s specific objectives, time horizon, distribution requirements, and beneficiary needs, and coordinated with the trust’s tax structures and the overall estate plan. BakerAvenue’s investment team manages trust portfolios across equities, fixed income, and alternative assets as appropriate.
As a corporate trustee, BakerAvenue Trust Company is subject to fiduciary standards requiring the firm to act solely in the best interest of the trust’s beneficiaries, prudently manage trust assets in accordance with the trust document and applicable state law, administer distributions according to the trust’s terms, maintain accurate records and provide regular accountings, and avoid conflicts of interest. These obligations apply at all times and are enforced by the regulatory framework governing trust companies in each jurisdiction where BakerAvenue Trust Company operates.
Yes. BakerAvenue Trust Company works alongside estate attorneys, CPAs, and other professional advisors to meet our clients’ needs. BakerAvenue Trust Company’s role as trustee is designed to complement (not replace) the client’s existing professional relationships. In practice, this coordination ensures that trust administration aligns with the broader estate plan, that tax filings are completed accurately and on time, and that any amendments or trust modifications are executed correctly in collaboration with legal counsel.
BakerAvenue Trust Company can serve as trustee in all 50 states.
Establishing a trust relationship with BakerAvenue Trust Company begins with a consultation to review the prospective client’s estate structure, existing trust documents, and goals for professional trustee services. The BakerAvenue Trust Company team coordinates with the client’s estate attorney to review or draft trust documents naming BakerAvenue Trust Company as trustee, and transitions asset management into BakerAvenue’s integrated investment platform. To schedule an introductory conversation, contact us or reach out to your BakerAvenue advisor directly.
Plan With Confidence.
Live With Clarity.
Transforming your wealth into the life and legacy you envision.
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