We administer and manage revocable and irrevocable trusts created by our clients for their families, other individuals and charities.
Estate Administration; Guardianships and Conservatorships
We are qualified in South Dakota, Washington, and selected other states to act as a personal representative in decedents’ estates, as well as a court-appointed guardian or conservator.
Asset Custody and Transaction Processing
Our custodial services are supported by the same state-of-the-art technology utilized by some of the largest financial institutions in the country.
Accounting and Reporting
Our technology platform allows us to produce periodic statements of account, whether quarterly, monthly or other frequency. Numerous other reports detailing account holdings and transactional activity also are available. Statements and reports will be mailed, and we offer internet access to statements and reports, and much of the activity in your account may be viewed on a real time basis through a secure website.
We do not sell investment products. We work with independent investment firms and advisors. Our own investment department uses state-of-the art analytic and diagnostic tools to monitor and assess the performance of our outside advisors to achieve the best possible outcomes for our clients.
Customarily, we prepare all tax returns for the trusts and estates that we administer, and promptly report the information required for preparation of our clients’ individual income tax returns. We also offer access to individual return preparation should our clients have need for this service.
We are staffed and equipped to process grants and distributions from family foundations and charitable trusts, as well as prepare and file their tax returns and other governmental reports.
Family Financial Maintenance
We can maintain, review, and update our clients’ personal and household financial accounts and records. We can pay bills, coordinate the sale of major assets (e.g., houses, art and other collectibles, boats, aircraft), and even coordinate the evaluation and management of health and life insurance policies, as well as property and casualty policies.