A Trust Company created for Wealth Advisors

Providing white glove trustee services for you and your clients with one of the lowest account/trust officer ratios

Advisor-Friendly Trustee Services

We work with you instead of against you. We're custodian neutral. We enhance the client/advisor relationship.

Trust Transfer

You guide the client. We handle the paperwork. Everyone is happy.

Testimonials

Advisors love working with us.

why-south-dakota

Why South Dakota trust law?

South Dakota trust law is recognized as the leader in trust law.

South Dakota legislature meets annually, allowing for their trust laws to remain cutting edge and what other states copy. 

South Dakota trust laws allow for corporate trustees to enhance the client/advisor relationship. 

How can South Dakota trust law help my clients?

Freedom

Believing that beneficiaries and advisors should have the power to choose their own financial solutions.

Innovation

Anticipating the trustee needs and wants of beneficiaries and advisors, for today and tomorrow.

Collaboration

Working together to find solutions efficiently and simply; this revolutionizes the Advisor and client relationship.

Get Trust Answers and Advice Now

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FAQ

Do you have questions? We have answers. Read our FAQ for more.

Resources

We freely share our knowledge. Explore our library of information.

Blog

What's happening with trusts? Read the latest on our blog.