We were founded to work with Advisors. Our services are collaborative, innovative, fast, and open-book. We have revolutionized the Advisor and Client relationship by giving you the power to choose your financial solutions when working with a corporate trustee.
Give your clients a trustee who reflects the same care, clarity, and professionalism you bring to every relationship. We deliver fast, compassionate communication and treat advisors and beneficiaries with the respect they deserve—helping you look exceptional in the eyes of your clients.
As a fully collaborative partner, we work seamlessly alongside your team to simplify trust administration, remove friction, and support—not compete with—the relationships you’ve built. Our advisor‑ friendly approach is custodian‑neutral, non‑competitive, and designed to strengthen long‑term client trust. With flexible delegated and directed trust structures tailored to RIAs and broker-dealers, we make it easier for you to deliver the comprehensive guidance your clients expect.
Your clients rely on you to build thoughtful, durable estate plans—and they deserve a trustee who can carry that work forward with the same level of care. We provide disciplined, detail‑driven trust administration that reinforces the integrity of your planning and ensures your clients’ wishes are honored without complication.
Our team works in lockstep with attorneys, offering clear communication, timely follow‑through, and a steady hand in even the most complex situations. Because we remain non‑competitive and relationship‑focused, you stay at the center of the client relationship while we handle the administrative burden. With flexible trust structures with the unique advantages that South Dakota offers and a commitment to precision, we help you deliver a seamless experience that strengthens client confidence and protects the legacy you’ve built.
Families deserve a trustee who communicates clearly, responds quickly, and treats every advisor, attorney, and beneficiary with genuine respect. We partner seamlessly with your existing team to simplify trust administration, remove friction, and support the relationships you’ve already built. With us, you gain a kind, responsive, and collaborative trustee who helps your family—and your advisors—feel confident, cared for, and fully supported.
