Elevated trust services for the ultra-affluent
We are proud to offer bespoke corporate trust services through Corient Trust Company of South Dakota, a premier, chartered trust operating under a direct trust model. This sophisticated structure provides all the advantages of South Dakota's trust laws, while empowering your personal wealth advisor to maintain active oversight and discretion over your trust's assets. This helps ensure complete integration—and alignment—with your wealth strategy and vision.
Why directed trusts?
With a directed trust, you maintain the ability to customize the trust instrument to your distinct family, investment, and estate plan needs, while allowing you to retain your investment advisor. Additionally, these trusts can:
Why South Dakota?
South Dakota Trusts offer a number of advantages including: