Learn why Wealth Advisors Trust Company has been voted the #1 partner for financial advisors in South Dakota. We are a trust company in South Dakota created to disrupt the 700 year old stodgy trustee industry. Every day. Every moment. Why? The status quo is not cool. And that's just common sense. South Dakota is frequently voted the #1 best state for a trust.
It's also friendly to financial advisors, particularly those looking for trustees who can help them grow their AUM. Believing that beneficiaries and advisors should have the power to choose their own financial solutions. Anticipating the trustee needs and wants of beneficiaries and advisors, for today and tomorrow.
It's also friendly to financial advisors, particularly those looking for trustees who can help them grow their AUM. Believing that beneficiaries and advisors should have the power to choose their own financial solutions. Anticipating the trustee needs and wants of beneficiaries and advisors, for today and tomorrow.
Services
Company
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Wealth Advisor Trust was founded in 2009 with the goal to be the Adviser Friendly Trust Company. We were voted Best New Financial Product in 2015 by PAM Awards and continue to be a leading trust company based in South Dakota. We believe in challenging the status quo of the corporate trust company industry.
Co-Founders
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Chuck provides his visionary and strategic outlook on the trust company industry. Leaning on his legal experience and financial planning exposure to entrepreneurs, multi-family generational planning and high net worth clients, Chuck provides additional estate and trust planning overview.
Chuck started his career at KPMG as an audit professional and later, after graduating from law school, joined Ernst & Young's Personal Financial Counseling group.During his time with Ernst & Young, he focused on consulting high net worth individuals, entrepreneurs, and corporate executives on diverse estate planning and asset protection issues, ranging from simple wills and trusts to sophisticated, multi-entity transfer planning.
Chuck started his career at KPMG as an audit professional and later, after graduating from law school, joined Ernst & Young's Personal Financial Counseling group.During his time with Ernst & Young, he focused on consulting high net worth individuals, entrepreneurs, and corporate executives on diverse estate planning and asset protection issues, ranging from simple wills and trusts to sophisticated, multi-entity transfer planning.
Who we are
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This blog will cover the history, evolution and simple approach about and on client service. As an advisor friendly trust company, we view client service as an evolution through successes and failures. It is personal as a co-founder of a company. I want to share some background on this topic and give away our evergreen and simple client service mindset for anyone to use.
Trust Services
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We were founded to work with Advisors. Our services are collaborative, innovative, fast, and open-book. We have revolutionized the Advisor and Client relationship by giving you the power to choose your financial solutions when working with a corporate trustee. Imagine this: Your spouse or closest friend has just passed away; a very sad scenario.
Agency Trustee Services
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Individuals are the trustee and they hire a corporate trustee just to do the admin work but with no fiduciary power or responsibilities. Your spouse or closest friend has just passed away. A very sad period. To make things more complicated you have been named as the individual trustee for a bunch of trusts.
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