Wealth Advisors Trust Company Blog

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May 23, 2022

Treating financial advisors like celebrities

When it comes to describing trust administration, most people wouldn’t say what they do is “fun” or “disruptive.” But Wealth Advisors Trust Company does. And that’s a big reason why clients of this South Dakota-based company enjoy using their trustee services.

Let’s face it. Trusts have been around for centuries. It’s an industry steeped in tradition and only changes with the times when it absolutely has to. And that’s the way it should be, right?

Wrong, says Christopher Holtby, co-founder and Trust Educator at Wealth Advisors Trust Company.

May 15, 2022

Turning America's Economic Lemons into Lemonade

[Side note: Term paper submitted by Christopher Holtby for his Harvard 2022 Spring semester class.]


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May 3, 2022

Keep It Personal - Old School Communication

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April 17, 2022

Current and Future State of the US Economy

" But they nevertheless hate to miss a single minute of what is one helluva party. Therefore, the giddy participants all plan to leave just seconds before midnight. There's a problem, though: TheyFalse

April 11, 2022

$50 million - Goldilocks net worth amount?

I have no dog in this hunt arguing whether $50 million is or is not the Goldilocks net worth amount for you.

What is the Goldilock’s net worth amount in America?

It’s partly the money. This essayFalse

January 16, 2022

2021 Winner Most Pioneering Trust Administration Company Award

Making waves in the 700-year-old trustee industry since its founding, Wealth Advisors Trust Company (WATC) has proven that not abiding by the status quo can lead to a mountain of success. The NewFalse

December 2, 2021

Dallas-Fort Worth's Best Financial Planners (financial advisors) 2021

Everybody wants to know whom to choose for their financial planning needs. Finding a financial advisor best suited for your needs can be tricky. As a trust company created for wealth advisors, weFalse

March 20, 2021

Advisor Friendly Trust Company 2021

This post will cover the important of what an advisor-friendly trust company in 2021 means for financial advisors and their clients. The bottom line - the best trust companies treat financialFalse

February 26, 2021

Types of Charitable Trusts

UTC§ 405 (a) (2000) – “A charitable trust may be created for the relief of poverty, the advancement of education or religion, the promotion of health, governmental or municipal purposes, or otherFalse