Learn why Wealth Advisors Trust Company has been voted the #1 partner for financial advisors in South Dakota. We are a trust company in South Dakota created to disrupt the 700 year old stodgy trustee industry. Every day. Every moment. Why? The status quo is not cool. And that's just common sense. South Dakota is frequently voted the #1 best state for a trust.
It's also friendly to financial advisors, particularly those looking for trustees who can help them grow their AUM. Believing that beneficiaries and advisors should have the power to choose their own financial solutions. Anticipating the trustee needs and wants of beneficiaries and advisors, for today and tomorrow.
It's also friendly to financial advisors, particularly those looking for trustees who can help them grow their AUM. Believing that beneficiaries and advisors should have the power to choose their own financial solutions. Anticipating the trustee needs and wants of beneficiaries and advisors, for today and tomorrow.
Services
Wealth Advisor Trust was founded in 2009 with the goal to be the Adviser Friendly Trust Company. We were voted Best New Financial Product in 2015 by PAM Awards and continue to be a leading trust company based in South Dakota. We believe in challenging the status quo of the corporate trust company industry.
Chuck provides his visionary and strategic outlook on the trust company industry. Leaning on his legal experience and financial planning exposure to entrepreneurs, multi-family generational planning and high net worth clients, Chuck provides additional estate and trust planning overview.
Chuck started his career at KPMG as an audit professional and later, after graduating from law school, joined Ernst & Young's Personal Financial Counseling group.During his time with Ernst & Young, he focused on consulting high net worth individuals, entrepreneurs, and corporate executives on diverse estate planning and asset protection issues, ranging from simple wills and trusts to sophisticated, multi-entity transfer planning.
Chuck started his career at KPMG as an audit professional and later, after graduating from law school, joined Ernst & Young's Personal Financial Counseling group.During his time with Ernst & Young, he focused on consulting high net worth individuals, entrepreneurs, and corporate executives on diverse estate planning and asset protection issues, ranging from simple wills and trusts to sophisticated, multi-entity transfer planning.
This blog will cover the history, evolution and simple approach about and on client service. As an advisor friendly trust company, we view client service as an evolution through successes and failures. It is personal as a co-founder of a company. I want to share some background on this topic and give away our evergreen and simple client service mindset for anyone to use.
We were founded to work with Advisors. Our services are collaborative, innovative, fast, and open-book. We have revolutionized the Advisor and Client relationship by giving you the power to choose your financial solutions when working with a corporate trustee. Imagine this: Your spouse or closest friend has just passed away; a very sad scenario.
Individuals are the trustee and they hire a corporate trustee just to do the admin work but with no fiduciary power or responsibilities. Your spouse or closest friend has just passed away. A very sad period. To make things more complicated you have been named as the individual trustee for a bunch of trusts.
Reviews (10)
Aj Cappeto
Nov 25, 2021
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Mr. Christopher N. Holtby, Head of Learning & Business Development at
Wealth Advisors Trust Company returned my call about Trust formation. It seems that Wealth Advisors Trust Company does not create trusts, but administers them. Something I was not aware of until Mr. Holtby's call.
He did point me in the direction of those who can a create trust for me, but emphasized that I take the advice of an attorney in that field of practice, to see if a trust is really needed in my case. This was most helpful.
His professional advice I consider priceless.
Wealth Advisors Trust Company returned my call about Trust formation. It seems that Wealth Advisors Trust Company does not create trusts, but administers them. Something I was not aware of until Mr. Holtby's call.
He did point me in the direction of those who can a create trust for me, but emphasized that I take the advice of an attorney in that field of practice, to see if a trust is really needed in my case. This was most helpful.
His professional advice I consider priceless.
Michelle Sandt-Wade
Nov 16, 2021
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Working with Nina and her team, as well as the advisors WATC has relationships with has been incredible. My client was with another trustee that was not willing to communicate with her or meet her needs in a timely manner. Nina and the team have been detailed, kind, intentional and very professional. We have a team advocating for the best interest of the client. So grateful for the professional partnership!
Brad DeGraw
Oct 30, 2021
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David Distel
Oct 28, 2021
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Wealth of knowledge and guidance in a refined and efficient dialogue. Christopher Holtby was able to rapidly access my situation and offer clear, understandable guidance of my options that I could easily evaluate and action. They may or may not have an offering that is right for you, but you will walk away with a much better understanding of your personal situation and best options for consideration. Truly appreciated the professionalism.
Michael Strickland
Oct 21, 2021
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Talking to Christopher was very helpful for my situation and estate planning. He encouraged me to pursue a direction that is unique for me and actually does not involve using his services at Wealth Advisors Trust Company at this time. I appreciate his honesty and will definitely be calling him and this company back for help in the future when the time is right. Thanks again!
Bryn Kaufman
Aug 19, 2021
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I spoke to Christopher and he was extremely helpful. He answered some questions with authority where interestingly I was getting conflicting advice from another company which did not sound right, and he confirmed I can do what I want to do.
He also took the time to talk about trust strategy and various options for distribution.
Perhaps most importantly, he recommended two attorneys I can work with to draft my trust documents.
As I will be setting up a Dynasty Trust at my death and I hope to have another 30 or more years to live it was nice that he was able to guide me even though it will most
He also took the time to talk about trust strategy and various options for distribution.
Perhaps most importantly, he recommended two attorneys I can work with to draft my trust documents.
As I will be setting up a Dynasty Trust at my death and I hope to have another 30 or more years to live it was nice that he was able to guide me even though it will most
Nature Corps
Mar 28, 2021
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I was recently asked to serve as a distribution trustee and found that the job was more difficult and complex than I imagined. I contacted Wealth Advisors for advice, and even though my trust did not qualify for their services, Mr Holtby spent a significant amount of time providing me with with invaluable guidance that saved me from potentially significant liabilities.
Martha Parsley
Dec 21, 2020
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I have developed a relationship with CEO Alan Harper recently. It’s going well... I understand that a financial bank banks on keeping investments tight for generational concepts and ideas.. Alan’s heart is for the future of the investments.. That’s business finance.. I have goals for my grandchildren and there’s..
I do have to work hard to get my financial needs met..
The Community I live in brings me food.. Being a good artist people bring me canvases to paint for them.. I continue my pro active approach.
The new trust advisor has begun to address some payments for me..
I hope you
I do have to work hard to get my financial needs met..
The Community I live in brings me food.. Being a good artist people bring me canvases to paint for them.. I continue my pro active approach.
The new trust advisor has begun to address some payments for me..
I hope you
Martha Parsley
Dec 17, 2020
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I began using Wealth Advisors Trust about 6 years ago with health problems. CEO Alan Harper started working with my doctor. We did our very best to take care of exspenses and the research for property and lifestyle exspenses for Alan Harper. Running up my doctors charge card to ease the part of cashing investments and a lower cost. My doctor was frustrated over how long it took to be reimbursed.. He suffered the lifestyle exspenses put upon him. He interigated Alan over it. Would complain to me about it..
Alan switched us over to Jearon Cambron as the advisor. My doctor would not allow him to
Alan switched us over to Jearon Cambron as the advisor. My doctor would not allow him to
Matt Brinkmann
Jun 29, 2020
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Wealth Advisors Trust Company (spoke with Christopher) is very knowledgeable and happy to help given my unique situation. He provided candid advice even if it meant going with another vendor. If you're looking for advice on corporate trustees, this is certainly a place you should visit in your search.