Welcome. Get to know Sterling and learn why we’re the right fit for you.

Spend a few minutes getting to know us. Then let’s chat and explore how Sterling’s unique approach might benefit you and your clients. Thank you for your interest and time.

Click on the video links below to get to know Sterling Trustees

WELCOME TO STERLING

Antony joffee Sterling Trustees

> A message from Antony Joffe

QUICK BACKGROUND

> How did Sterling begin?

> What is it like working at Sterling?

> Why South Dakota?

> How and why Sterling Trustees was started

> How did we get Sterling Trustees to grow

DIFFERENTIATORS

> How is Sterling different from competitors?

> What is unique about your compensation?

> Are you regulated and audited?

> What do the larger trust companies do?

> How quickly can Sterling react to new alternative investment opportunities?

> Is Sterling willing to adjust the terms?

> Our reputation and trust

INDEPENDENT TRUSTEE ADVANTAGES

> What does your tagline mean?

> When does an independent trustee make sense?

> Why choose an independent trustee?

More videos below

ATTORNEYS

> How do you work with attorneys?

> Is Sterling going to be a fit for your client?

> What are indicators that Sterling is a fit for my clients?

> What does that immediacy translate to?

> Is Sterling right for me?

CLIENTS

> What is the average Sterling client tenure?

> What do clients say about you?

> Do you handle CRS & international clients?

> Story about family that wanted in an oversubscribed fund

> Does Sterling protect the family wealth?

> What does immediacy mean to the familes?

GETTING STARTED

> How to get started: opportunity driven?

> How to get started: reference checks?

> How to get started: logistics?