There are trust companies…and then there are independent trust companies.
One-of-a-kind trust administration services
Sterling Trustees is a privately held, South Dakota-chartered trust administration company. We provide independent trust management and trust administration services to high net-worth families, foundations and endowments. Our unbiased trust compliance services are focused on preserving assets for generations to come. As trustees, we never act as investment advisors. By separating these roles, we avoid conflicts of interest…maintain objectivity…and ensure asset growth for future generations. Your trust is meticulously managed by one of our highly experienced trust officers, using one-on-one communication, unmatched expertise and leading-edge technology to monitor performance.
Today’s most valuable assets – integrity and trust – can be elusive. With multiple priorities and perspectives, many people wonder if they’re getting the right kind of guidance and advice. That’s why objectivity of your trust administration is so vitally important.
Unlike other firms, we only handle trust administration, not investment management. Your trust administration services are provided for a fixed fee. So you get the benefit of clear, conflict-free independent thinking that focuses solely on your needs.
At Sterling Trustees, we stand apart from the others. And stand with you.
South Dakota trusts work to your benefit
As a South Dakota-chartered trust company, you get the advantages of the country’s most progressive trust legislation. With a trust domiciled in South Dakota, you benefit in many ways, including stronger privacy laws, low insurance tax premiums and no South Dakota trust income tax. South Dakota is one of a handful of states in the country that provide creditor protection for self-settled trusts.
Objectivity matters when it comes to trust administration
With independence comes objectivity. It means managing a trust with the innate ability to step back and carefully oversee the future. We believe in experts doing the job of experts. That’s why our trust administration officers collaborate with skilled investment advisors and other professionals to manage your assets and preserve wealth. We’ll also to work with your own attorneys and other advisors to ensure that your best interests come first. And ensure that a family’s legacy is always protected.
With impartiality, we can look over an investment advisor’s shoulder to ensure that a client’s needs are best served. Since our company never earns any fees from investments, the client can enjoy the benefit of having an investment advisor, an independent custodian and Sterling Trustees, a corporate trustee offering trust administration services. That’s the power of independent thinking.
We are a South Dakota-chartered trust company, regulated by the South Dakota Department of Banking. South Dakota, at the forefront of creating progressive trust legislation, is one of the country’s leading trust jurisdictions. That means that our company is able to help you leverage the latest and most advanced trust law available. read more
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