With an innovative focus on collaboration and teamwork, Dakota Guardian Trust recently announced new offices in Lincoln and Omaha with trust administration services extending throughout Nebraska and South Dakota.
According to company president Tracy Edgerton, Dakota Guardian Trust was developed to deliver trust administration services in partnership with their clients’ established financial advisors. This unique open architecture service model provides independent high-quality trust services through a teamwork approach with the goal of delivering enhanced long-term value.
Dakota Guardian Trust is chartered under the laws of South Dakota, which may provide legal and tax advantages in certain circumstances. These advantages include the opportunity to establish perpetual or dynasty trusts and asset protection trusts, no state income tax on assets within a trust and access to the best privacy and trust modification statutes in the country. Dakota Guardian Trust’s South Dakota office is based in Rapid City.
Dakota Guardian Trust will focus on serving Nebraska and South Dakota families and individuals in need of trust services. The company’s services include personal trust and estate administration, conservatorships, discretionary and directed investment management accounts, Individual Retirement Accounts, custodial and escrow accounts, as well as trustee and investment management services for nonprofit organizations and agency services for trustees and personal representatives.
Learn more about the trust services Dakota Guardian Trust offers at DakotaGuardianTrust.com.