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National Advisors Trust
In PWD coverage since September 24, 2026 · 1 story
PWD coverage
The Close
The transfer is a governance test. Families are buying paperwork.
Bank of America's ultra-high-net-worth study finds 61% of $25 million-plus clients fear what an inheritance will do to their children's motivation, and the industry's answer so far is more trust drafting than trustees.