Overview of Visible National Trust
Special needs trusts are our core business. Visible’s cloud-native special needs trust services platform is dedicated to the planning and administration of special needs trusts for families nationwide.
We offer modern pooled special needs trusts, both First and Third-party, and special needs trust enterprise solutions for financial and trust professionals and institutions that integrate seamlessly with existing and evolving trust platforms.
Visible Foundation, the Trustee of Visible’s pooled trusts, is a Delaware 501(c)(3) charitable nonprofit. Product partners include BlackRock and Huntington Bank.
Our Ask
| Visible provides first and third-party special needs trusts directly to families through our national pooled trust platform. Our special needs trust enterprise solutions include custom pooled trusts for captive and independent trust companies and banks, and specialized tools and services that power trustees to deliver the special needs trust services families need and expect. Reach out to us to learn more about solutions for families and institutions. |
Product or Service
Visible provides special needs trust services to families and institutions.
Our services for families include modern pooled special needs trusts, both First and Third-party, and custom solutions for complex situations.
Families can rely on Visible to implement their wishes for supporting loved ones with a disability. Our care navigation approach means families know who will care for their loved ones with the services they need now, and as needs evolve.
Visible offers trust providers and companies frictionless integration of specialized beneficiary services with existing and evolving trust platforms, expanding provider trust capabilities without investing in non-core services. Institutions can choose to white-label or co-brand, and can expect implementation support, training, and ongoing guidance to launch quickly and maintain service standards as beneficiary needs evolve.
Company Impact
Special needs trusts have long been far to challenging to set up and manage over time. Visible disrupts that dynamic and delivers accessible, institutional quality solutions to families and institutions.
Families are hungry for special needs trust services. Trust documents, drafted and stuck in drawers, do not magically create live, funded trusts. Multi-million-dollar minimums at large banks are simply unrealistic for many families.
We estimate that 23 million people are eligible for special needs trusts in the US, and that their families will invest $6T in special needs trusts over the course of the generational wealth transfer
Primary Audience
| Families and their trusted advisors, and corporate trustees. |
Partnership Opportunity
Education about special needs trusts for families and their trusted advisors.
Funding Needs
Visible is the sole firm tackling this market aggressively with a national, scale solution. We have a valuable opportunity right now to nail down our market-leading position, serve more families, and create value. To achieve that goal we need a “get out of witness protection” program incorporating profile raising and direct sales to advisory firms and advisors.
Given the AI-driven reduction in costs for enterprise technology and tools, we anticipate funding growth through earnings.