Advisor friendly trust company top choice – Wealth Advisors Trust

The independent journalists at The Wealth Advisor, the voice of the financial advisor community, has selected Wealth Advisors Trust as one of their top choices for an advisor friendly trust company in 2019.

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South Dakota Trust Law Benefits: 5 Reasons They Make Sense For You

A marker of wealth is often the reluctance to talk about it. Don’t talk about it, be about it. South Dakota trust benefits allow for exactly that. South Dakota’s lawmakers were wise beyond their years when they passed attractive trust laws. These laws have placed South Dakota’s trust benefits among the top in the country.  Flexible with time, the laws have evolved with the needs of estate attorneys and their clients.  Other states such as Tennessee, Nevada, New Hampshire, and Delaware also provide trust benefits.  But none of them can touch South Dakota.


South Dakota’s trust benefits range from (1) no state income tax, (2) dynastic trusts, (3) asset protection, (4) directed trusts, and (5) some of the leading privacy rules in the nation. These laws run the gamut of financial protection and service and in this South Dakota Trust Laws series, we explore them. 

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Directed Trusts Made Simple

Most financial advisors, and clients are well aware of what directed trusts can do for them (e.g. provide flexibility on management of trust assets).  There is allot of ‘noise’ about directed trusts and explaining the hows, whys, why nots etc. is important for all to be educated about.

The critical thing to keep in mind is that the trust industry is undergoing a quiet revolution that has wrested control of trust accounts away from traditional trustees—primarily in the banks and other large institutions—and back into the hands of independent trust companies, advisors and most importantly clients.

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Agency trustee services – client focused

Creating a trust requires people to surrender control of that wealth to someone else. For those who worked hard for the money or simply withstood the temptation to spend every dollar, handing the assets over to the trustee represents a tremendous leap of faith.  Agency trustee services solves that problem.

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Advisor friendly trust company top pick – Wealth Advisors Trust

 The Wealth Advisor, the voice of the financial advisor community, has announced  Wealth Advisors Trust as one of their top picks for advisor-friendly trust companies for 2018.

As the financial world lurches up and down, progress continues in the trust industry.  With vision and an advisor focus, independent trust companies continue to unseat the traditional trust company. 

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South Dakota, the new Switzerland: A Privacy & Tax Haven

The best packages come in unassuming wrapping paper.  South Dakota trust laws have the benefits of sealed privacy laws for trusts, no state income tax, no estate tax, asset protection and dynastic trusts features.  Quick and to the point article of how the trust statutes of South Dakota.

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Nomination – 3 for 3 Years – Best Trust Company in America

The Private Asset Management Awards, PAM Awards, recognize and reward those firms working in the financial industry who have successfully serviced high-net-worth individuals in an increasingly complex economic environment. Wealth Advisors Trust Company is the only trust company to be named a finalist for Best Trust Company in America for the past three years. In 2013, Wealth Advisors Trust Company was awarded a Highly Commended which amounts to a 2nd place. PAM 2014 Award Winner

Are Your Clients Happy?

 

Are your clients happy?

We all like to think we are the biggest and brightest stars in the wealth management universe, but, truth is, there is a lot of competition out there. Much focus is given to adding new clients, however, it is equally important to keep those hard won accounts. So, how happy are your clients? It is a hard metric to measure with most clients either too afraid or too kind to give true opinions, especially when directly asked by you. According to a 2014 Morningstar study, 55% of investors that were studied considered firing their advisor. If that statistic didn’t wake you up, it should! So how do you retain your practice’s most prized possessions? Here are a few tips from a Spectrum Group Study, which surveyed over 1,500 affluent households. (more…)

Adviser Friendly Trust Company

Winner declared in South Dakota best trust company face off

Citi, Guggenheim are not “Too Big To Fail” after an independent trust company beats giants in the ranking of best client trustee service in South Dakota.  Wealth Advisors Trust Company ranked #1 in trustee client service per a recent poll.

Money center banks and blue-ribbon wealth management complexes are out of favor as investment advisors and family offices seek partners in the trust haven state of South Dakota they can count on to keep their clients’ interests in mind. And Wealth Advisors Trust Company is the homegrown South Dakota trust company that leads the way. (more…)

The Secret Your Estate Planning Attorney Won’t Tell You

An interesting blog post was written from acclaimed writer Dan Solin in  the Huffington Post.  He discusses how attorney’s do not always give clients and financial advisers information that they have choices on corporate trustee selection.  It is an easy and efficient read.

http://www.huffingtonpost.com/dan-solin/the-secret-your-estate-pl_b_642539.html

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