Asset Managers

Interest in special needs families as a market segment continues to grow. One way to reach this community is through a private label special needs trust solution using the Visible National Trust platform. If this is something that interests you, we’d be delighted to have an exploratory conversation. Please reach out to us on LinkedIn, call, email, or schedule an appointment, and be sure to mention the nature of your inquiry. Thank you.

Special Needs Practitioners

Considering retirement or a change to your practice model? Looking for the right home for your trust clients? Let’s see how we can work together to support your goals. We are able to transition both pooled and d4a special needs trusts, individually, or as a group.

First, please confidentially describe the potential trust transition here. Once we receive your completed inquiry, we will respond to you within two business days. Thank you.