Posted on Tuesday, April 11, 2017 at 8:45 am CDT
Sterling Trustees, a South Dakota trust company that provides trust administration services to high net-worth families, just released an educational video explaining the difference between a trustee and an independent corporate trustee. To see this informative 90-second video, click here. Or visit Sterling Trustees.
Source: Sterling Trustees
Posted on Friday, November 18, 2016 at 7:00 am CST
Although many people may not realize it, using a corporate trustee to manage their trusts can be one of the best decisions they'll ever make. Sterling Trustees is a South Dakota-chartered trust company that provides trust administration services to high net-worth families, as well as foundations and endowments. They focus on preserving assets for generations to come using their independent trust services model.
Source: Sterling Trustees
Posted on Monday, November 07, 2016 at 7:00 am CST
Sterling Trustees is a South Dakota-chartered trust company. The firm provides trust administration services to high-net-worth families as well as foundations and endowments. Their unbiased services are focused on preserving assets for future generations. Sterling Trustees' experienced trust officers manage the trust using one-on-one communication, leading technology and unmatched expertise. This South Dakota-chartered trust company is different from other firms because they only provide trust administration, not investment management. They also handle many different types of trusts, including charitable trusts.
Source: Sterling Trustees
Posted on Monday, October 10, 2016 at 7:00 am CDT
Sterling Trustees is a South Dakota-chartered trust company that relies on the power of independent thinking. This company is based in Sioux Falls, South Dakota, and is regulated by the South Dakota Department of Banking. Since South Dakota is one of the country's leading trust jurisdictions, Sterling Trustees can provide grantors with the latest and most advanced trust law available. This independent trust administration company has many broad-reaching benefits and is considered to be one of America's leading trust companies.
Source: Sterling Trustees
Posted on Friday, August 26, 2016 at 7:00 am CDT
Sterling Trustees is a one-of-a-kind trust company based in South Dakota. The firm provides independent trust administration services to high net worth families, foundations, and endowments around the world. Unlike other firms, they only handle trust administration, not investment management. This is beneficial because clients get the value of conflict-free independent thinking that focuses solely on their needs. Sterling Trustees also provides investment oversight to ensure that their clients' trust assets are being effectively managed to ensure growth for future generations. Sterling provides its trust administration services on a fixed fee basis.
Source: Sterling Trustees
Posted on Wednesday, June 08, 2016 at 7:00 am CDT
Sterling Trustees is a privately held, South Dakota-chartered trust company. This independent trust company provides trust administration services to high net-worth families, foundations, and endowments on an international basis. They pride themselves on being an unbiased independent trust management company that focuses on preserving assets for future generations. Sterling Trustees will administer both delegated and directed trusts.
Source: Sterling Trustees
Posted on Friday, May 06, 2016 at 8:15 am CDT
Sterling Trustees, a South Dakota-chartered trust administration company, recently advised asset owners who are reviewing their trust administration options that location matters. Not only are there benefits to choosing an independent trust administration service, but there are particular advantages posed by working with one based in South Dakota, says Sterling Trustees. The company offers this information to help prospective clients make educated decisions about managing and protecting their assets.
Source: Sterling Trustees
Posted on Tuesday, April 19, 2016 at 7:00 am CDT
Sterling Trustees, a South Dakota-chartered trust company that offers trust administration services, recently shared valuable information regarding the differences between delegated and directed trusts. The two types of trusts carry subtle, but distinct, differences in decision factors like risk and fees associated with managing them. "This information will help prospective clients make informed decisions about protecting their investments and assets," according to Antony Joffe, President of Sterling Trustees.
Source: Sterling Trustees
Posted on Tuesday, March 08, 2016 at 7:00 am CST
Sterling Trustees, a firm that offers independent trust administration services, believes trustees should not act as money managers, in order to avoid a conflict of interest. Their independence allows them to objectively preserve wealth, ensure that beneficiaries' needs are met and oversee asset growth for future generations. Furthermore, the fee-only trust administration firm does not receive commissions for sales or brokerage and are not influenced by financial products. As an added benefit to their clients, Sterling Trustees offers a secure portfolio management portal in the form of Sterling Connect, their proprietary trust and accounting system.
Source: Sterling Trustees
Posted on Thursday, February 04, 2016 at 1:04 pm CST
Thorough, objective investment oversight is important when confronted with selecting the right company to manage trust assets, which is why Sterling Trustees takes great care to monitor their clients' investment advisors to ensure assets produce growth. By dutifully monitoring their clients' investment advisors, the South Dakota-based trust company brings together estate planning, legal service, tax advice and much more. In addition to working with their client's existing advisor, Sterling Trustees can also provide a third-party advisor that matches the client's needs using a wide array of qualifications such as investment style, client's risk tolerance, size of the trust assets, geographic location and, above all, personality fit.
Source: Sterling Trustees