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About South Dakota Trust Company
Why South Dakota?
What is a Direct Trust?
Directed vs. Delegated
Modern Trust Administration
Special Purpose Entities
Insurance Trusts
Trust Services for Investment Managers
Trust Services for Banks
Private Label Services
Private Family Trust Companies
Management Biographies
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Private Label Services

South Dakota Trust Company's Private Label Trust Administration service allows Investment managers and/or financial institutions to focus on their core business while gaining a competitive market advantage by adding trust administration as a product offering to its clients and prospects without the expense and regulatory issues. Statements have the Investment Manager's name and logo in order to retain the firm's branding, and SDTC can work with either the firm's existing custodian or with the custodian of the investment manager's choice. Adding trust services to an investment manager's or financial institution's product and services offering can:

  • Increase Assets Under Management
  • Significantly increase the institution's ability to retain client relationships
  • Expand the institution's relationship with wealthy families
  • Take advantage of South Dakota's unparalleled trust and tax laws (See Why South Dakota?for more information on the benefits of South Dakota as a trust jurisdiction)
  • Allow an institution to leverage the trust and marketing experience of SDTC (See Management Biographies and Why South Dakota Trust Company?for more information).

SDTC retains trust personnel experienced and trained in working with outside Investment Managers and/or financial advisors to provide trust services, and allow institutions to avoid the burdens of forming and operating a trust business, such as:

SDTC works with each of its Private Label Clients to custom design an outsourced trust administration solution based upon the financial institution's client base and desired product offering.

For additional information please contact usor visit SDTC's main website, www.sdtrustco.com.

  • Startup and Operating Expenses
  • Regulatory Issues
  • Capital
  • Trust Accounting Systems
  • Trust Tax Returns
  • Fiduciary Duties/Trust Administration
  • Risks, Experience and Knowledge
The information on this Private Trusts website is for general information purposes only. Nothing on this or associated pages, documents, comments, answers, emails, or other communications should be taken as legal advice for any individual case or situation. This information on this website is not intended to create, and receipt or viewing of this information does not constitute, an attorney-client relationship.