Family Office Services

• SDTC can serve as trustee's agent, co-trustee, "full" trustee, "directed" or "delegated" trustee in support of a Family Office. Many of these services allow the Family Office to better secure situs in South Dakota. Additionally, these services bring to the Family Office, not only assistance with trust administration, state audits and other regulatory items, but also unique technology, secure internet access, individual attention and service, and creative ideas and advice based upon years of experience working with other Family Offices.

• SDTC Family Office Services are available to provide wealthy out-of-state families customized support to establish and maintain their South Dakota business interests and trusts (i.e. family owned, private trust companies, South Dakota partnerships and limited liability companies). SDTC serves as a liason to families, family offices and their advisors in the every day management of their South Dakota based trusts and businesses. SDTC can provide assistance with one or more components of a family's South Dakota operation or alternatively coordinate all facets of the family's South Dakota operations, including file and documentation management, general office management, communication coordination, trust administration and cash management.

• SDTC Family Office Services include:

· Provide and maintain an office in South Dakota, as well as the necessary office equipment. Create, maintain and monitor the appropriate filing systems.

· Provide a local South Dakota contact.

· Facilitate South Dakota meetings as well as documenting activities and meetings held in the South Dakota offices.

· Receive important phone calls in South Dakota.

· Originate teleconferences in South Dakota between family members, family office staff and advisors.

· Receive, handle and forward important and time sensitive mail and faxes.

· Facilitate the execution of agreements in South Dakota.

· Oversee transfers and disbursements from South Dakota cash accounts.

· Assist with trust company audits and other regulatory matters.

· Provide trust administration services as trustee's agent or as "directed" trustee.

• Advantages of SDTC Family Office Services:

· Eliminates the need to maintain a South Dakota office.

· Dramatically reduces travel for family office staff and their advisors.

· Eliminates the need to recruit part and/or full time professionals to oversee the South Dakota office.

· Solidifies nexus to the state of South Dakota .

· Provides South Dakota contacts familiar with the role and responsibilities of family offices.

· Assistance with day-to-day family office activities.

· Introduction of new services to the family office.

· Prevents costly delays and problems in retrieving mail and phone messages.

· Provides confidential handling of all documentation.

· Provides experienced trust professionals and services to assist with all facets of trust administration, trust accounting and custody, if desired.

If you have any questions or would like any additional information regarding SDTC's Trust Services, please contact us .