Trust Services

Trust Management & Administrative Experts

We are trust experts with over 30 years of experience in the trust business.

Protecting Your Legacy

COMPASSIONATE TRUST MANAGEMENT HELP

Give Multiple Generations A Head Start

We help families succeed with generational wealth transfers by preserving their assets – as well as their legacy. This means we help you secure and pass on the values, goals and culture that drove your success.

Unlike typical trust companies, we don’t use a cookie-cutter approach. We go out of our way to understand and support your legacy.

Established in South Dakota For Nationwide Service

Independent Trust Company is a South Dakota trust company serving families throughout the United States. We act as a fiduciary, executor, trustee or agent when managing your trust.

Expert Services For All

WHO WE SERVE

Individuals, Pros And More

Beneficiaries

We are trustees for families who are beneficiaries of trusts. Are you dissatisfied with the way your trust is being managed or with the mediocre service levels of ‘big box’ trustees?

We are the better alternative.

Trustees

We are your objective, professional consultants or co-trustee.We work with family members, as well as professional advisors such as lawyers, CPA’s, and financial advisors currently serving, or have been asked to serve, as a trustee.

Independent Financial Advisors

We empower financial advisors by providing wholesale high-level trustee services and access to quality resources. ITC is a preferred provider for numerous national custodial platforms, broker dealers & RIA’s.

Unique Framework

WHAT MAKES US DIFFERENT

Independence Is More Than A Word To Us

Independence is the foundation of our business.

In the typical corporate Trustee business model, the Trustee offers and receives compensation for investment products and services made with the company’s internal investment arm. We believe this represents a conflict of interest and a loss of independence for both the trustee and the beneficiary.

Unlike most other trustees, we work only for you.

At ITC, we handle every family with individual care – and free from any pressure from an internal investment department.

We Customize Our Trust Services For You

Families are complex, have nuanced goals and unique dynamics. And we understand that.

For example, many firms decline to include Unique Assets in trusts because they can be complicated to assess. However, here at ITC, we know that a family’s legacy is not made up of only marketable securities but also of homes where memories have been made, art collections, family business, and many other types of assets.

We pride ourselves on having the infrastructure to ensure our clients’ trusts include every solution needed 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 their primary focus.

We meet the same institutional requirements as a large conglomerate … but with a trust focus and a boutique feel.

Which means, here at Independent Trust Company, trust services are all we do.We believe that’s enough.

Ultimate Trustee Guide

What Does It Mean To Be A Trustee?

Before You Hire (Or Become) A Trustee, Read This

To help get you started on how to find a trust company that is a good fit, here is a guide to understanding
what it means to be a Trustee.

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 the rules and regulations tofigure things out on their own.

The fiduciary responsibilities involved with trust management are complicated. To properly assume fiduciary responsibilities, you needadvanced legal, accounting, and tax know-how just to start.

Let us help you.

We have the experience to help you through this challenge successfully.