A wealth of trust resources

Independence doesn’t exist in a vacuum. Collaboration fuels our objectivity. Over the years, we’ve built a strong network of experts who are equally dedicated to excellence. We’ll connect you to best-in-class professionals who offer unparalleled services. It’s what our clients expect from us – and we expect no less from ourselves.

We also work with state-of-the-art technologies to ensure that clients’ financial data from multiple sources is integrated quickly and accurately, providing the information needed to make smart, timely decisions that work for you.

{trust} newsletter

Vol. 1 – Issue 1

Whitepapers

Benefits of a South Dakota Trust (download PDF)
Benefits of a Corporate Trustee (download PDF)
The Value of Independent Corporate Trustee Services (download PDF)
Why an Irrevocable Trust is Not Always Irrevocable (download PDF)
Helping Clients Choose the Right Investment Advisor (download PDF)
The Financial Skills Trust: Beyond the carrot and stick mentality (download PDF)

Videos

The difference between a Trustee and an independent Corporate Trustee (view video)
South Dakota Governor Dennis Daugaard – Remarks for Heckerling Conference (view video)

News and newsworthy

Infographic: Why’s it’s BETTER in South Dakota (download PDF)
South Dakota banking Chief Reports record Trust assets (read article)
In recent years, trust activity getting large in South Dakota (read article)
Private Wealth magazine: The South Dakota Story (read article)
WSJ: Private Trusts for the Very Rich (read article)
WSJ: The Trouble With Trustees (read article)
Moguls Rent South Dakota Addresses to Shelter Wealth Forever (read article)
Trust Wars: Experts Say New Law Makes South Dakota Asset Protection Trusts A Top Choice (read article)
Pennsylvania Family Office Provider To Start South Dakota Trust Company (read article)
CNBC Rankings: America’s Top 50 States for Business See why South Dakota ranks #1 in the nation (read chart)
CNBC’s Top States for Business 2013 (read article)
Meet the “Sturdy 30” Advisor-Friendly Trust Companies for 2014 (read article)
CEO Interview – Executive Leaders Radio Interview 4:21 mins. (download clip)

Helpful resources for trust and estate planning

Trusts & Estates
South Dakota Department of Banking
South Dakota Codified Law on Trusts
Trust Advisor
The American College of Trust and Estate Council (ACTEC)
The Society of Trust and Estate Practitioners (STEP)
Heckerling Institute Ultimate Estate Planner
Heckerling Institute on Estate Planning
America Bar Association
American Banking Association
WealthHub (SM)
South Dakota Trust Association
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LEARN MORE ABOUT OUR
TRUST ADMINISTRATION TEAM

Unlike larger trust management firms, we offer unbiased, personalized attention to ensure that each of your needs is thoroughly considered…and met.

The trust administration officer responsible for your business reports directly to our CEO and President, who are accessible and actively involved with your overall goals. read more