Premier Trust
Premier Trust is a Nevada-chartered independent trust company that administers personal trusts, Nevada-specific wealth and asset protection structures, and self-directed IRAs for high-net-worth individuals and families nationwide, working alongside clients' existing financial professionals and attorneys.
- Company typePrivate
- Founded2001
- HeadquartersLas Vegas, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Premier Trust does
Premier Trust, Inc. is a Nevada-chartered independent trust company founded in 2001 and headquartered in Henderson, Nevada, with additional offices in Las Vegas and Reno. The firm operates as a professional corporate trustee, administering personal trusts, Nevada-specific trust structures (asset protection, dynasty, NING, BDIT, charitable, special needs, and ILITs), and self-directed IRAs (Traditional, Roth, SEP) for high-net-worth individuals and families. The company does not manage investments, which is a deliberate positioning choice that allows external financial professionals, attorneys, and CPAs to retain assets under management while Premier Trust provides the trust administration layer.
The business runs on a fee-based, recurring revenue model derived from trust administration services and self-directed IRA custody. Premier Trust's platform provides clients with 24/7 online account access via a client portal (hosted on Access Securities), document upload capabilities, and dedicated trust officer assignment for each account. Pricing is asset-based, with a minimum of $500,000 in assets required for personal trust services and a $175 initial setup fee for IRA accounts; specific ongoing fee schedules are published only as downloadable documents. Premier Trust sells through a professional referral network of financial advisors, estate attorneys, and CPAs nationwide, supplemented by content marketing (blog, resource library) and industry event participation (NXT 2026, NV Tax & Trust Conference 2026). The company is a wholly-owned subsidiary of Osaic Holdings, Inc., a diversified financial services holding company, but maintains its own Nevada state charter and is regulated by the Nevada Financial Institutions Division. Premier Trust administers over 6,500 Nevada trusts with more than $2.0 billion in assets under administration, supported by 70+ trust professionals and 75+ total staff.
Premier Trust firmographics
Firmographics- Name
- Premier Trust
- Legal name
- Premier Trust, Inc.
- Website
- https://premiertrust.com
- Company type
- Private
- Founded year
- 2001
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Premier Trust is a Nevada-chartered independent trust company that administers personal trusts, Nevada-specific wealth and asset protection structures, and self-directed IRAs for high-net-worth individuals and families nationwide, working alongside clients' existing financial professionals and attorneys.
- Ownership category
- akta.pro rank
Premier Trust industry classification
Industry- Product category
- Trust Administration Services
- NAICS
- Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (525920)
- SIC
- Savings Institutions, Not Federally Chartered (6036)
- akta.pro primary industry
- Trust Administration & Fiduciary Accounting Services (FSAAANAF)
- akta.pro secondary industries
- Personal & Family Trust Services (FSAAANAA), Special Needs & Supplemental Needs Trust Services (FSAAANAJ), Philanthropic & Charitable Trust Services (FSAAANAI)
Keywords
Where Premier Trust is headquartered
LocationHeadquarters
- HQ city
- Las Vegas
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Premier Trust business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Trust Administration Services: Fee-based trust administration services for personal trusts and Nevada-specific trusts. Premier Trust acts as a professional corporate trustee.
- Self-Directed IRA Custody: Custodial services for Traditional, Roth, and SEP IRAs with self-directed investment options.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| One time/ perpetual license | Pay-as-you-go | IRA Initial Setup Fee |
| Other | Multi-year contract | Personal Trust Minimum |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels3 records
Premier Trust product offering
Product offeringCore offering
Premier Trust is a Nevada-chartered independent trust company that provides professional fiduciary trust administration services for personal trusts, Nevada-specific trust structures (Asset Protection, Dynasty, NING, BDIT, Charitable, Special Needs, ILITs), and Self-Directed IRA custodial services (Traditional, Roth, SDIRA). Acting as a corporate trustee, the company collaborates with clients' existing financial professionals, attorneys, and CPAs and does not manage investments, allowing financial advisors to retain assets under management.
Product overview
Premier Trust is a Nevada-chartered independent trust company providing professional trust administration and self-directed IRA services to clients nationwide. The company administers over 6,500 Nevada trusts with $2.0B+ in assets under administration, served by 70+ trust professionals. The product portfolio centers on Personal Trusts and Nevada-specific trust structures (Asset Protection Trusts, Dynasty Trusts, NING Trusts, BDITs, Charitable Trusts, ILITs, and Special Needs Trusts) alongside Traditional, Roth, and Self-Directed IRAs. The trust services enable clients to leverage Nevada's favorable estate planning laws, asset protection statutes, and tax environment while maintaining fiduciary oversight through professional trustee administration.
Differentiator
Problem solved
Functional benefit
Products and services
- Personal Trusts Professional trust administration services for revocable and irrevocable living trusts, including trust settlement, incapacity planning, and continual administration with dedicated trust officers. Available to clients with a minimum of $500,000 in assets.
- Nevada Trusts Nevada-specific trust structures including Asset Protection Trusts, Dynasty Trusts (up to 365 years), Nevada Incomplete Gift Non-Grantor Trusts (NING), and Beneficiary Defective Inheritor's Trusts (BDIT) that leverage Nevada's favorable trust, corporate, and tax laws for estate planning and asset protection.
- Special Needs Trusts Nevada Special Needs Trusts (SNT) for disabled beneficiaries designed to preserve access to government benefits including SSDI, SSI, and Medicaid while providing supplemental trust distributions for the beneficiary's quality of life.
- Charitable Trusts Charitable Remainder Trusts (CRAT/CRUT/NIMCRUT) and Charitable Lead Trusts providing income streams, tax deductions, and capital gains avoidance for donors with charitable intent.
- Irrevocable Life Insurance Trusts (ILITs) Irrevocable trusts designed to hold life insurance policies, providing estate tax liquidity and protecting proceeds from estate inclusion while enabling wealth transfer to heirs.
- Traditional IRA Individual Retirement Account with tax-deferred growth and Traditional IRA transfer capabilities for retirement savings, with a $175 initial setup fee.
- Roth IRA Roth IRA with tax-free growth potential and Roth IRA transfer capabilities for retirement savings, with a $175 initial setup fee.
- Self-Directed IRAs (SDIRA) Self-directed IRA allowing alternative investments including real estate, notes, and private placements, providing flexibility to invest in non-traditional assets beyond stocks and bonds. Available in Traditional, Roth, and SEP IRA variants.
Companies that use Premier Trust
Customer profileSegments3 records
Ideal customer profiles3 records
Premier Trust technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Premier Trust partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Osaic Holdings, Inc.corePremier Trust, Inc. is a wholly-owned subsidiary of Osaic Holdings, Inc., a financial services holding company. Premier Trust operates as part of the Osaic family of companies which includes various wealth management and advisory firms.
Scale indicators4 records
Expansion highlights4 records
Premier Trust competitors and assessment
Company assessmentDirect peers
- Equity Trust Company: One of the largest self-directed IRA custodians in the U.S., supporting alternative investments (real estate, notes, private placements). Directly comparable to Premier Trust's Self-Directed IRA product line on custody and platform scope.
- Kingdom Trust Company: Self-directed retirement and custody platform offering alternative-asset IRAs (real estate, private equity, crypto). Closely comparable to Premier Trust on SDIRA offerings and target client (HNW/alternative investors).
- STRATA Trust Company: Specialized self-directed IRA custodian focused on alternative investments including real estate, notes, and private placements. Mirrors Premier Trust's SDIRA platform positioning and HNW retail alternative-investor segment.
- National Advisors Trust Company: Independent trust company providing directed trust and custody services exclusively to financial advisors, allowing them to retain assets under management. Closely matches Premier Trust's "no investment management, partner with existing advisors" model.
- PENSCO Trust Company: Alternative-asset IRA custodian serving individuals and institutional partners with self-directed retirement accounts holding private equity, real estate, and other non-traditional assets. Comparable to Premier Trust's SDIRA custody line of business.
- South Dakota Trust Company: Independent, state-chartered trust company administering South Dakota-based trusts including dynasty and asset protection structures for clients nationwide. Direct competitor to Premier Trust in the DAPT/jurisdictional-shopping value proposition.
- Foundation Source: Leading provider of private foundation and charitable trust administration services including CRATs, CRUTs, and donor-advised funds. Compares directly with Premier Trust's charitable trust product line (CRAT/CRUT/NIMCRUT offerings).
Broad incumbents
- Wilmington Trust: Large wealth management and corporate trust subsidiary of M&T Bank providing personal trust, estate, and institutional custody services. Overlaps with Premier Trust on HNW personal trust administration but operates as part of a much broader bank platform.
- Northern Trust: Global trust and custody bank with a large personal trust practice serving UHNW families. Competes with Premier Trust in the high-end personal trust segment but at much greater scale and with investment management bundled in.
- BNY Mellon Wealth Management: Global wealth manager providing personal trust, estate, and custody services to UHNW families through a national platform. Overlaps with Premier Trust's personal trust offerings but competes from a much broader bank-owned platform with bundled investment services.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
Premier Trust social profiles
Digital presencePremier Trust financial estimates
Financial estimateRevenue estimate
Valuation estimate
Premier Trust leadership team
Management profileNumber of profiles
Profiles9 records
Premier Trust funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Premier Trust M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Premier Trust
What does Premier Trust do?
Premier Trust is a Nevada-chartered independent trust company that provides professional fiduciary trust administration services for personal trusts, Nevada-specific trust structures (Asset Protection, Dynasty, NING, BDIT, Charitable, Special Needs, ILITs), and Self-Directed IRA custodial services (Traditional, Roth, SDIRA). Acting as a corporate trustee, the company collaborates with clients' existing financial professionals, attorneys, and CPAs and does not manage investments, allowing financial advisors to retain assets under management.
Is Premier Trust a public or private company?
Premier Trust is a private company. It is classified as corporate owned and is currently operating.
When was Premier Trust founded?
Premier Trust was founded in 2001. It employs 11 to 50 people.
Where is Premier Trust based?
Premier Trust is headquartered in Las Vegas, United States, in the North America region.
How does Premier Trust make money?
Two revenue lines are on record. Trust Administration Services are the primary driver. The others are self-Directed IRA Custody.
Who are Premier Trust's main competitors?
Direct peers on record are Equity Trust Company, Kingdom Trust Company, STRATA Trust Company, National Advisors Trust Company, PENSCO Trust Company, South Dakota Trust Company and Foundation Source. Broad incumbents are Wilmington Trust, Northern Trust and BNY Mellon Wealth Management.
Does Premier Trust have an API?
No public API is recorded for Premier Trust.
What industry is Premier Trust in?
Premier Trust's product category is Trust Administration Services. Its primary akta.pro industry code is FSAAANAF, Trust Administration & Fiduciary Accounting Services, with a secondary code of FSAAANAA, Personal & Family Trust Services. Its NAICS code is 523991 and its SIC code is 6036.