Alliance Programs
At Nevada First Trust Company (NFTC), we recognize the importance of the deep, trusting relationships our wealth management partners have cultivated with their clients. Through our Alliance Partnership Program, we ensure that your clients continue to benefit from your guidance as their investment advisor, while also gaining the expertise of NFTC as a professional trustee, agent, or custodian. This collaborative approach allows us to offer a holistic solution tailored to the client’s changing needs, combining our fiduciary services with your investment expertise to enhance client satisfaction and financial outcomes. Together, we can address the full spectrum of your clients’ requirements, providing seamless, integrated support for their wealth management journey.
Fostering Strategic Alliances with Financial Advisors Nationwide
Nevada First Trust Company (NFTC) is dedicated to creating strategic partnerships with financial advisors across the country, offering a unique blend of premier wealth management and professional trust administration services. Our collaborative approach ensures that clients receive the best of both worlds: your expert investment advice complemented by our comprehensive fiduciary services. This synergy allows advisors to focus on what they do best—managing client relationships and providing tailored investment strategies—while NFTC enhances your offerings with a broad spectrum of solutions for both institutional and personal trust clients.
Our suite of services includes:
- Corporate Trustee & Fiduciary Services: Acting as an independent decision-maker, we provide impartial and professional trust administration.
- Personal Trust Services: Offering a range of services such as Principal & Income Accounting & Reporting, Discretionary Distributions, Discretionary Investment Management, Annual Tax Preparation & Filing, and Special Asset Administration to meet the unique needs of individual clients.
- Institutional Trust Services: Tailored to meet the demands of institutional clients with services including Certified Trust Statements, Annual Employee Benefit Reporting Package with 5500 Summary, Master Trust Services, Benefit Payments, and 1099 Tax Reporting.
By partnering with NFTC, financial advisors can broaden their service offerings, providing a comprehensive, integrated solution that addresses the evolving needs of their clients. Together, we can achieve a seamless integration of investment and trust services, enhancing client satisfaction and fostering long-term relationships.
Contact Us
Our team of experienced professionals is ready to assist you with any questions you may have:
📞 For General or Account Inquiries, please call us at: 725-205-1511
📞 For Sales Inquiries, reach out at: 702-331-2722
We’re committed to providing prompt and comprehensive responses to all your needs.