1

Provide unparalleled Private Family Trust Company (PFTC) services delivering value to the client

2

No investment and/or insurance products – no conflict

3

Create a pleasant user-friendly client experience

4

Ability to make informed but quick decisions

5

Design PFTC services by listening to our clients

6

Customized PFTC services (not cookie cutter)

7

Continually upgrading services to maintain market edge

8

Provide a substantial South Dakota presence regarding PFTC and trust administration

9

Offer unparalleled experience in trust and PFTC situs

10

Remain a top rated trust, asset protection, privacy, tax and PFTC jurisdiction

11

No sales quotas – New business flow results from above philosophy

SDTC Facts

  • Trust accounts representing more than $135 billion in assets under administration
  • Currently work with over 115 billionaire and 360 centimillionaire clients
  • 15% of clients are international families from 54 countries
  • Private Family Trust Company relationships worth in excess of $82 billion
  • 600 years of combined experience
  • Work with most types of non-financial assets (both onshore and offshore)
  • Highest ranked jurisdiction in the United States: #1 in all categories by Trusts & Estates magazine (January 2022)
  • Highest ranked asset protection jurisdiction in the United States: #1 in all categories by Trusts & Estates magazine (January 2021)
  • South Dakota is a leading bank asset jurisdiction according to the FDIC: $3.54 trillion (2021)

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