Trust Services
Bring your legacy to life
A trust is one of the most effective ways to protect, preserve, and pass on wealth in a way that reflects your personal wishes. Our full-service in-house trust team provides services to establish your legacy.
Leave a lasting impact
Our dedicated specialists through Wealth Enhancement Trust Services (WETS) offer trust management to serve your needs. In partnership with your financial advisor, our team will orchestrate your trust plan with your lawyers, accountants, and other trusted professionals.
Acting trustee
When being named trustee in the original document, or upon replacing an existing trustee, WETS will begin carrying out your complex estate planning goals. We will ensure your plan remains compliant by carrying out all necessary accounting, investing, distributions, tax return filing, and reporting as necessary. We can serve both as a directed trustee and a traditional trustee.
A directed trust is designed to provide you with greater flexibility and control. In this structure, your financial advisor will handle investment management of your trust.
When serving as a traditional trustee, our team takes a comprehensive approach by handling both trust administration and investment management.
Agent for trustee
Serving as a trustee is an honor that comes with responsibilities. Our team will carry the heavy lifting of the day-to-day accounting, reporting, and disbursements, leaving you free to focus on the important decisions needed to carry out your loved one’s wishes.
Why work with our team?
Our team is comprised of members with professional experience including JD, MBA, Certified Trust and Fiduciary Advisors, and Certified Securities Operations Professionals. This deep industry experience allows for personalized service for each of our clients. Our South Dakota charter provides privacy, flexibility, and strong asset protection. Services include accounting, distributions, filing tax returns, and reporting. We administer revocable, irrevocable, directed, discretionary, special needs trusts, charitable trusts, strategic planning trusts (GRAT/GRIT/SLAT), dynasty trusts, and asset protection trusts, as well as specialty asset management.
OUR SERVICES
Our team stands behind your vision
What we offer starts with who we are. We call it the Roundtable™: A diverse set of financial specialists and advisors working together, all for your future.
Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.
Ready to take the next step?
Schedule a no-cost meeting with one of our advisors and build a comprehensive plan designed to support your goals.
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