Personalized Trust Management
for Wealthy Families and Individuals
Independent Trust Company offers comprehensive trust management,
administration and estate settlement services for wealthy families and individuals.
We reduce stress and complexities by providing unbiased decision-making, ensuring compliance
with legal and tax obligations, and facilitating smooth administration of the trust for our clients.
Who We Serve
Beneficiaries
We are trustees for families that benefit from trusts. Are you dissatisfied with your current trustee or with the mediocre service levels of ‘big box’ trustees? We offer a personalized, conflict-free strategy with the focus on your needs.
Trustees
We are your objective, professional consultant, agent or co-trustee, working with individuals as well as professional advisors including lawyers, CPA’s, and financial advisors currently serving, or who have been asked to serve, as a trustee.
Independent Financial Advisors
We empower financial advisors by providing platform access to high-level trustee services and experienced, quality resources. We are a preferred provider for numerous national custodial platforms, broker dealers & RIA’s because we help build and protect multi generational relationships.
Estate Planning Attorneys
We empower financial advisors by providing platform access to high-level trustee services and experienced, quality resources. ITC is a preferred provider for numerous national custodial platforms, broker dealers & RIA’s because we help build and protect multi generational relationships.
Established in South Dakota
for Nationwide Service
South Dakota has established itself as a favorable destination for trusts, attributed to its progressive and business-friendly trust laws. Independent Trust Company’s home state offers a unique combination of asset protection, tax benefits, and flexibility in trust administration. Whether establishing a trust in South Dakota, or moving an existing trust here, we can help.
Why South Dakota?
Trust Decanting
Privacy Trust Laws
Tax Benefits
Considering a South Dakota Trust?
South Dakota has emerged as a premier jurisdiction for the establishment and administration of trusts, drawing attention from wealth managers, estate planners, and high-net-worth individuals.
Several factors contribute to South Dakota’s reputation as the best U.S. jurisdiction for trusts, including its favorable trust laws, tax advantages, asset protection features, and progressive legal environment.
Is A South Dakota Trust Right For Your And Your Family?
When establishing a trust for your family in South Dakota, there are several key considerations to keep in mind – your objectives and goals, possible trust structure and provisions, and the selection of trustees and advisors.
By carefully considering these key factors and working closely with experienced professionals, you can establish a trust in South Dakota that effectively addresses your family’s needs, goals, and priorities, providing long-term benefits and peace of mind for generations to come.
Customized Solutions
For All Trust Structures
We get to know you – your family, your goals, life experiences and values.
By knowing what’s most important to you, we are able to create meaningful,
customized and effective solutions that align your long-term interests.
Sole Trustee
Agent Trustee
Co-Trustee
Unique Assets
Directed Trusts
Delegated Trusts
Asset Protection Trusts
Charitable Trusts
Insights and Resources
Why a Trustee Holds So Much Power When Managing Your Trust
Why a Trustee Holds So Much Power When Managing Your Trust
What You Need to Know About Changing the Trustee of a Trust
Why a Trustee Holds So Much Power When Managing Your Trust
Why Partnering with a Trust Company Is a Smart Strategic Move for Small Law Firms
Why a Trustee Holds So Much Power When Managing Your Trust
Client Focused, Independent
and Conflict-Free
As our firm is not affiliated with any financial services providers, we are able offer a
distinct approach to trust administration by focusing solely on fiduciary
responsibilities and avoiding potential conflicts of interest.
This Makes Us Different
We do not receive commissions from investments firms.
Independence is more than a word to us. It is the foundation of our business.
Under a typical corporate Trustee business model, the Trustee is paid for both trust administrative services and also receives compensation for investment products and services made with an internal investment arm or even outside firms. This represents a conflict of interest and a loss of independence for the trustee and is a disservice to the family and beneficiaries. At ITC we adopt conflict-free strategy, where our sole focus, and compensation, comes from doing what is best for you and your family.
We navigate complex legal, regulatory and tax matters, service most asset types and set realistic expectations to minimize family friction.
We customize our trust services for you.
All families are complex, have nuanced goals and unique dynamics. And we understand that.
For example, many firms decline to service Unique Assets (certain non investable or cash assets) in trusts because they can be complicated to manage. However, here at ITC, we know that a family’s wealth is generally more than a tidy bundle of marketable securities. Here we service trusts that include primary and secondary homes where memories have been made, limited partnerships, commercial real estate, family businesses maybe even art collections, and other types of assets.
We pride ourselves on having the infrastructure to ensure our clients’ trusts include solutions to maintain unique or non-traditional assets.
Our only business is the trust business.
The trust industry is filled with “big box” financial conglomerates that keep a trustee management subsidiary off to the side. However, trust services is not really the primary focus.
ITC does not own or operate an investment arm, we follow conflict free approach.
We meet the same institutional requirements as a large conglomerate … but with a trust focus and a boutique feel.
Which means, here at ITC, trust services are all we do.
We believe that’s enough.
We Make Relationships Simple
We treat every family with personalized care – with an understandable, down to earth approach.
Trust Management Options
You Want The Best For Your Family
Get the best know-how.
Your family has worked hard to build, assemble and protect your trust’s assets. No one wants to guess or try to figure things out on their own.
Let us help you.
We have the experience and the expertise to help you through this challenge successfully.
Get Free Trust Review
Book Your Free
15-Minute Consultation
Free trust document and estate plan review available.
Connect with our friendly, knowledgeable people to discuss:
- Understanding the provisions of your trust
- What the grantor of the trust intended to provide and on what basis
- Who can hire and fire the trustee of your trust
- Why distributions may differ between the beneficiaries of the trust
- Who can serve as trustee of your trust
- What are the costs typically associated with administration of a trust
- Types of trusts and the different roles of stakeholders
- Insights on best practices from a professional trust administrator
- Additional provisions that you might consider including in a trust.
- Where to domicile your trust and why it can save you money