Briaud Financial Advisors has selected National Advisors Trust Company (NATC) to implement its trust representative office (TRO) program.
As part of the TRO program, NATC has established Briaud trust services, a private-labeled trust services brand through which Briaud will market trust services.
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Roger Pine, financial advisor and partner of Briaud Financial Advisors, said: "We chose to implement the TRO program because of its unique benefits and the ability to market trust services under our brand as Briaud Trust Services.
"Participating in the TRO program enables us to offer a competitive range of trust services, while retaining our character as a boutique investment advisory and financial planning firm. We think Briaud Trust Services will appeal to estate planners and accountants with high net worth clients in need of more customized trust solutions.
"The TRO reinforces and deepens our brand, and provides great benefits and support, including CE credit educational programs, networking opportunities with other TRO firms, marketing services, and highly personalized trust services to meet our clients’ needs," Pine added.
Briaud has been a shareholder of NATC since the trust company was established in 2001.
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By GlobalDataJim Combs, CEO of NATC, said: "Trust services are an essential part of business for RIAs who work with high net worth clients, and our TRO program expands and strengthens those services to help advisors differentiate themselves in their markets.
"Our TRO program’s private-label option helps advisors enhance their brand, and our marketing and education programs allow firms to increase awareness and generate interest with both end investors and centers of influence," Combs added.
