How Do We Help
Advisors Serve Clients Better
With Our Trustee Services?

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

Give Me the Details

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

Learn More

Advisors love working with us.

Show Me

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.

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

VIEW ALL ADVANTAGES

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

SEE OUR INNOVATIONS

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

EXERCISE CONTROL

We've got the stuff to back you up.

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

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

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