Why does Wealth Advisors Trust Company exist?

"I can’t change the direction of the wind, but I can adjust my sails to always reach my destination"

- James Dean

The What's


  • Founded out of a deep & personal frustration with the 700-year-old trustee industry
  • We are an administrative corporate trustee
  • We do not invest nor custody trust assets
  • Former Ernst & Young team
  • Based in South Dakota with #1 ranked trust laws in America

Modern-day trust company (collaborative)

The Financial Advisor quarterbacks a client's wealth management and legacy goals. 

Modern-day trust companies work collaboratively within the financial advisor ecosystem serving the trust beneficiary. 


 

Roadmap to the Trustee Industry
Client Financial Team

America's Three Trust Company Model

These details are very important

A client has three trust company options when choosing trustee services. 

  • Red option: Traditional trust company that offers all services and beneficiaries have no control
  • Directed trust (green): Modern-day trust company where investments and/or distributions risk held by non-corporate trustee
  • Delegated trust (blue): Also used by modern-day trust companies with trust company holding investment risk, but delegating investment activity to a financial advisor

 

TELL ME HOW THIS PROCESS WORKS
Three-Trust-Company-Business-Models-Draft7

Why does Wealth Advisors Trust Company exist? And their motivation?

  • Disrupt a 700-year-old industry
  • With little & constant improvements
  • That are measurable and accountable
  • Which clients and advisors want
  • From the time employees have
  • To ask
  • "Why are we doing it this way?"

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