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Partnerships

Working alongside the advisors you trust

Crawford Trust works alongside advisors across jurisdictions, domestic and international. Unlike states that require an advisor to be a resident, Nevada imposes no such restriction. We work alongside attorneys, financial advisors, accountants, insurance providers, and family offices — each free to serve a Nevada trust in their own professional capacity while we provide our own role as Administrative Trustee.

A purposeful partnership

A partnership built around your client relationship

An institutional partnership with Crawford Trust means you retain the client relationship, the investment strategy, and the planning expertise you bring to that relationship. We provide the Nevada trust situs, a licensed corporate trustee infrastructure, and the administrative precision to execute trust terms exactly as written — a servicing arrangement built to last for the life of the trust and even beyond.

Under Nevada's directed-trust statutes

What the partnership provides

  • Your team serves in the investment, protector, and distribution advisory roles
  • Crawford Trust serves solely as corporate Administrative Trustee
  • Crawford Trust handles all administration, recordkeeping, and reporting for the trust
  • Crawford Trust does not manage investments or sell financial products — there's no competing agenda
  • Your clients gain the benefits of a Nevada trust, including its tax-favorable statutes, asset-protection framework, and dynasty-trust provisions
Built for this partnership

Built on Nevada's directed-trust statutes

Nevada's directed-trust framework formally separates the corporate Administrative Trustee role from the investment advisor, protector, and distribution advisor roles. Crawford Trust serves only as Administrative Trustee. The client relationship and investment decisions remain with you. This separation is designed to minimize the potential for competing interests or conflicts over compensation.

Why partner with Crawford Trust

Why advisors and counsel choose Crawford Trust

A dedicated corporate trustee, without a competing agenda — focused entirely on administering the trust document with discipline.

  • Trust administration is our sole discipline
  • No solicitation of investment products or agendas that could compete with yours
  • Deep expertise across Nevada trust structures on their asset-protection and tax features
  • Mastery of technical administration for complex, multi-generational trusts serving domestic and international families
  • Experienced trust officers who work directly alongside your team, responsive to your schedule and deadlines

Get in touch

Preserving legacies and peace of mind — every day.

The journey to your legacy was unique. Let Crawford Trust help develop and administer a Trust that will protect it — for centuries to come. Contact us for a complimentary consultation.