Personal and Charitable Trusts
There is perhaps nothing so important to your client as the legacy they leave behind. Preserve and maintain those legacies through our personal and charitable trust solutions.
Chances are if you aren’t talking to your clients about trusts, someone else is.
Most wealth management professionals are well aware of the benefits of transferring family assets into trusts. Still, one of the greatest opportunities financial advisors miss is having the trust conversation with clients. You may know some basics, but we’re here to help you navigate through all the uncharted territory.
We’ll provide all the guidance you need to find the independent trust solution that fits your client’s needs and their family goals. As an independent trust company, we’ll administer the trust, but we don’t manage the investment. That’s where you come in. And that’s where we hope you stay. Creating trusts can help your client relationships flourish for generations to come.
There is perhaps nothing so important to your client as the legacy they leave behind. Preserve and maintain those legacies through our personal and charitable trust solutions.
Our directed trust model provides flexibility to institutional entities who seek an expert corporate fiduciary.
Enjoy the advantages of some of the country’s most progressive trust laws through our South Dakota state charter.
Our experts are ready to assist you in all aspects of trust and custody, giving you the ability to clearly and accurately provide vital information to your clients.
We’re here to help Trusted Advisors better serve those they advise and build stronger, more meaningful relationships. Schedule a consultation using the options below.
Call us toll free 8am to 5pm central time.
Or, if you’d rather leave us a number, one of our experts will call you.