Private Trust Services

Your family’s trust deserves the counsel of an objective professional with proven expertise.

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Protecting Family Assets

For those considering a long-term perspective, we are pleased to offer a solution called Petersen Hastings Private Trust. Petersen Hastings Private Trust is a trust representative office of National Advisors Trust Company, FSB, which is the nation's largest federally chartered advisor-owned independent trust company.*

We ascribe to the highest standard of service set forth in ISO 9001, an international measure focused on quality management systems and continuous improvement of product and service delivery.

Petersen Hastings Private Trust delivers a full range of personal trust services under the NATC national charter:

  • Revocable

  • Irrevocable

  • Gifting

  • Irrevocable Life Insurance Trust (ILIT)

  • Special Needs

  • Dynasty

  • Asset Protection

  • Foundations

  • Marital

  • Successor Appointments

  • Specialized

Trusted Advisors. Professional Guidance.

Petersen Hastings Private Trust integrates seamlessly with your existing Petersen Hastings relationship to provide you with professional guidance, technology, and administrative support. There is no need to change your investment philosophy, asset management style, or portfolio holdings. You can maintain your current professional relationships with your attorney and accountant.

*Trust services provided by Petersen Hastings Private Trust, a trust representative office of National Advisors Trust Company, FSB, a federally chartered, advisor owned, and independent trust company. All investment services are provided by Petersen Hastings. Petersen Hastings has a de minimus investment in National Advisors Holdings, Inc., the owner of National Advisors Trust Company, FSB.