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.

Video library


Opportunities in a World Gone Mad

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How to grow your investment advisory business with South Dakota trust law

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South Dakota Trust Law
Online Handbook

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A Jurisdictional Comparison of
States with 0% State Income Tax

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South Dakota Tax Savings Calculator

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{trust} newsletter

Vol. 1 – Issue 1


Everything you need to know about CRS…but were afraid to ask (download PDF)
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)
Infographic: Why’s it’s BETTER in South Dakota (download PDF)

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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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