If you have a special needs trust solution in place, consider refreshing your options. If you don’t, demographics say its time to take a hard look.

Visible National Trust provides high-touch, branded special needs trusts solutions for advisory firms, rollups, independent RIAs, and teams that serve HNW clients.

We can quickly stand-up special needs trust programs that include your organization’s investment solutions, or you can use the Visible ETF portfolios from BlackRock, or both.

And we’ll deliver customized advisor training and firm level rollout support.