South Dakota Trust

Highly Engaged Employees

South Dakota Trust Company LLC serves affluent families and their advisors domestically and internationally by providing comprehensive trust administration services leveraging South Dakota's tax-favorable trust statutes and modern legal framework. The firm specializes in administering trusts established under South Dakota law as well as facilitatin... g change of trust situs arrangements, whereby trusts from other states are relocated to South Dakota through SDTC's appointment as trustee. SDTC is qualified to serve as trustee for trusts originating from all 50 states and numerous countries, with no requirement that grantors or beneficiaries maintain South Dakota residency. The company offers full, directed, and delegated trust administration services covering both financial and non-financial assets, and maintains the flexibility to work alongside non-SDTC investment professionals, enabling clients to retain existing relationships with their preferred money managers and advisors. SDTC's leadership and trust officers bring exceptional depth of experience, with founders each holding more than 28 years of trust expertise and the broader officer team averaging over 22 years in the field. The trust officer roster comprises highly credentialed attorneys, accountants, and specialized trust professionals trained extensively in South Dakota trust administration law and practice. Operating as relationship managers, SDTC's officers customize trust services individually for each client while facilitating communication and coordination across the client's broader advisory network, including investment managers, financial planners, legal counsel, insurance specialists, and tax advisors. The company leverages the Infovisa Trust Accounting System for account management and support, with financial asset custody typically held at the client's chosen money manager's custodian or master custodian; Fifth Third Bank serves as SDTC's default custodian option when clients prefer centralized custody arrangements. This integrated ...Read More