SDTC Services

South Dakota Trust Company (SDTC) serves affluent families and their advisors, both domestically and internationally, by offering tax-favored trust situs, modern trust statutes, customized trust administration, state-of-the-art technology, quality service, unique and creative advice, and reasonable fees. SDTC specializes in trust administration of both trusts established pursuant to South Dakota law and trusts of other states moved to South Dakota (i.e., change of trust situs by naming/appointing SDTC as trustee). SDTC can generally serve as trustee of trusts from all 50 states and many countries. SDTC provides "full", "directed", and "delegated" trust administration services for both financial and non-financial assets. Additionally, SDTC works with non-SDTC investment professionals. All of these advantages and services are available through SDTC without the need for either the trust grantor or the beneficiaries to reside in South Dakota. SDTC's founders each have twenty-eight plus years of trust experience, and the trust officers average more than twenty-two years of experience. SDTC's trust officers are highly credentialed attorneys, accountants, and trust professionals who are trained and experienced in the areas of South Dakota trust administration. The trust officer's goal is to supplement and facilitate communication with the client, the beneficiaries and the client's other investment, financial planning, legal, insurance, and tax advisors. The trust officer acts as a relationship manager, customizing trust services individually for each client. Trust accounts are supported by the Infovisa Trust Accounting System. Most often custody of the financial assets is held at the money manager's custodian or master custodian. However, our default custodian is Fifth Third Bank, which can be used if the client desires. The unique integration of SDTC, Infovisa Systems and when chosen, Fifth Third Bank, combined with the ability to individualize the offering for each client make SDTC the trust company of choice for the wealthy and their advisors. Our objective at SDTC is to provide "flexible, individualized, service-oriented, cost-effective trust administration". With this in mind, we seek to tailor our services to each family, allowing us to help in the following ways: 1. With newly drafted South Dakota trust laws, SDTC can act as "directed" administrative trustee, leaving the family and their advisors as the investment and distribution advisors, committees, trustees, and/or trust protectors. This allows the family to work with their existing investment and insurance advisors or those of their choice.