Envestnet Summit 2023 ELEVATE Join us April 26-27 | Denver, CO
A South Dakota-chartered trust company
THE POWER OF
See the exceptional benefits of a South Dakota trust – one of the country’s most progressive jurisdictions, preferred by attorneys for their HNW and UHNW clients.
By separating trustee from financial advisor and custodian, you enjoy complete peace of mind, ensured that your clients’ interests come first.
With South Dakota’s 0% state trust income and capital gains tax, savings compound into millions of dollars. Learn more about this unparalleled combination of benefits vs. other states.
Learn how an independent corporate trustee works with a family’s investment advisors, custodian and attorneys to provide objective, conflict-free administrative services.
Find out why attorneys continue to situs and decant trusts in South Dakota. The state offers the most progressive trust laws in the US and 0% state trust income and capital gains taxes.
Listen to how Sterling Trustees offers an unmatched combination of benefits for you and your clients – from no commissions and no bias from third parties to leading-edge technology. Plus South Dakota’s progressive trust laws.