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Built on Institutional Scale

Bespoke Trust Solutions

Heather Pesikoff, Partner, Head of U.S. Trust Services, discusses how Corient delivers client-focused trust solutions built on transparency, collaboration, and expertise.

Elevated Trust Services for the Ultra-Affluent

We are proud to offer bespoke corporate trust services through Corient Trust Company of South Dakota, a premier, chartered trust operating under a direct trust model. This sophisticated structure provides all the advantages of South Dakota's trust laws, while empowering your personal wealth advisor to maintain active oversight and discretion over your trust's assets. This helps ensure complete integration—and alignment—with your wealth strategy and vision.

Directed Trusts and South Dakota:

  • Why Directed Trusts?

    With a directed trust, you maintain the ability to customize the trust instrument to your distinct family, investment, and estate plan needs, while allowing you to retain your investment advisor. Additionally, these trusts can:

    • Limit personal liability
    • Hold many types of traditional or unique assets
    • Be integrated into your holistic wealth plan
  • Why South Dakota?

    South Dakota Trusts offer a number of advantages including:

    • Unlimited duration for Dynasty and Purpose Trusts
    • Best privacy statutes in the United States and ability to create quiet trusts
    • Multiple layers of trust asset protection
    • No state, gift or GST tax and no state income tax on growth
    • Ability to modify or amend trusts without judicial involvement