Trust services · For advisors and attorneys
A Nevada directed trustee that keeps the advisor in place.
In a Nevada directed trust, the advisor directs investments and Axiom serves as directed trustee, handling administration, records, principal and income accounting, and fiduciary tax work. Axiom doesn't manage assets and works with the client's preferred custodian.
How it works
| Role | Typically held by |
|---|---|
| Investment advisor | The client's RIA or wealth manager |
| Trust protector or distribution advisor | As drafted by the attorney |
| Directed trustee | Axiom Trust Company |
| Custodian | The client's preferred custodian |
For RIAs
Offer clients a trust solution without building or buying a trust company. Assets stay under your management.
For attorneys
Draft the structure and stay involved as needed. Axiom handles day-to-day administration, including bill pay, notices, and accounting.
Frequently asked questions
Can the client's advisor keep managing the trust's investments?
Yes. In a directed trust the advisor directs investments and Axiom serves as directed trustee. Axiom doesn't manage assets.
Does the client have to live in Nevada?
No. Non-residents commonly use Nevada trusts. Counsel should confirm the requirements for each trust.
Talk with a named trust officer
Tell us about the trust, the family, or the situation. We will tell you plainly whether Axiom is the right fit.
Email hello@axiom-trust.com