Wealth Advisors Trust Company Blog

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May 3, 2022

Keep It Personal - Old School Communication

You are a successful advisor. Like any superstar athlete practicing the fundamentals, this article adds a few extra tools to keep your winning. I have ADD, so each section lists the device in the first sentence.

April 17, 2022

Current and Future State of the US Economy

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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 Goldil...

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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

February 11, 2021

Client Service - A Mindset Not a Cheap Tagline

We are not your grandparents trust company.

This blog will cover the history, evolution and simple approach about and on client service.  As an advisor friendly trust company, we view client serviceFalse

February 6, 2021

Foreign Grantor Trusts Increase Reputational Risk for South Dakota trust law

This blog post outlines how foreign grantor trusts could increase the potential business and reputation risk for South Dakota trust law and trust companies. Potential clients should understand whyFalse