Trust Agency
SDTC serves as trustee's agent to relieve the trustee (individual or institution) named in the trust document of the day-to-day administrative tasks associated with the fiduciary role. SDTC provides all of the technology, back-office assistance, custody, accounting, administration, tax services, etc. Investment management services can also be provided by SDTC in its role as "trust agent." Most trust documents have provisions allowing the named trustee to hire agents.
 |