Our trust services are easy to use, friendly, simple, and designed to support advisors and the families they serve – because you expect more.
For advisors, attorneys, and families alike, WATC is not just a trustee. We are a partner who makes the process simple, elegant, and stress-free — enhancing professional relationships and protecting legacies with warmth, transparency, and trust.
We believe in challenging the status quo of the corporate trust company industry. We think differently. We believe beneficiaries and advisors should have the power to choose their own financial solutions.
We challenge traditional rigid trust company walls and create a system of checks and balances, giving families a voice in the administration of their financial affairs. Our trust services are efficient, non-interruptive and designed to support the advisor, not undermine them.
Flip the script: advisors aren’t “partners”… they’re the platform.
Most trust companies say they’re advisor‑friendly. The disruptive move is to build a model where advisors don’t just get accommodated – they drive the entire experience.
Think of it as a trust company that behaves more like a modern tech platform than a traditional financial institution
Custodian neutral, non-competitive, and focused on building long-term client trust. Delegated and directed trust structures tailored to RIA, wirehouse, and attorney needs.
Born from the vision of advisors themselves. Responsive, ego-free culture, open to innovation.
“Because You Expect More” is not a slogan—it is the standard that defines who we are. This promise reflects WATC’s core values of adaptability, honesty, a can‑do spirit, and continuous growth. It guides our team, strengthens our partnerships, and distinguishes us in an industry where trust services often feel interchangeable. With WATC, you gain a forward‑thinking, values‑driven trustee dedicated to delivering exceptional service and reinforcing the relationships at the heart of your practice.
As a South Dakota‑chartered corporate trustee, we offer a level of fiduciary strength, flexibility, and protection that few jurisdictions can match. Our services are built on the state’s modern trust laws and supported by disciplined administrative expertise, ensuring accurate accounting, timely distributions, and consistent regulatory oversight. As an independent fiduciary, we focus solely on trust administration—providing advisors and families with a reliable, conflict‑free partner who safeguards assets, executes complex plans with precision, and delivers long‑term stability for generations.
Our firm manages all of the trust administrative tasks. We don’t manage money and don’t custody assets. You remain in control of the distribution and investment decisions. You are the trustee.
When transferring a trust, you can expect professional oversight, continuity, and reduced risk of mismanagement or conflicts, especially as the trust grows more complex. Family members can be relieved of administrative burdens while ensuring the trust is managed impartially and in compliance with legal and fiduciary standards.
Our process is built on collaboration, transparency, and a deep respect for the relationships at the center of every trust. We work closely with advisors and attorneys to understand their goals, their clients’ needs, and the nuances of each estate or planning strategy. Rather than imposing rigid structures, we operate as a true partner—listening first, aligning on expectations, and tailoring our administration to support the professional relationships already in place. This partnership‑driven approach ensures that every trust is managed with clarity, consistency, and a shared commitment to delivering the best possible experience for the families we serve.
Our trust company is purpose‑built to support the work of advisors and attorneys. Every aspect of our model is designed to complement the professional’s expertise, protect client relationships, and deliver the disciplined fiduciary execution you expect. We take the time to understand the planning strategies and the goals behind them, then align our administration to ensure those intentions are carried out with clarity and precision. By remaining fully independent and focused solely on trust administration, we provide a conflict‑free environment where your role stays central and your clients receive consistent, reliable support.
We offer a curated collection of updates, insights, and practical tools designed to keep advisors and attorneys informed in a rapidly evolving fiduciary landscape. From changes in trust law and regulatory developments to best practices in administration and planning, this section provides clear, actionable information that supports your work and strengthens client outcomes.
