Individual relationships define our commitment to service. Although funds and assets in trusts and custodial accounts may be similar, client service will be provided with a strong understanding of and appreciation for each client's individual objectives. We share our clients' commitment to the future, and adopt a long-term perspective.
Respect of our clients is paramount, and Expedition Trust seeks to earn that respect recognizing that wealth creation and preservation are long-range - and often multigenerational - propositions. The State of South Dakota has developed the reputation of being a national leader in trust jurisdictions among industry experts, including consistent recognition by Trust and Estates Magazine.
Respect of our clients is paramount, and Expedition Trust seeks to earn that respect recognizing that wealth creation and preservation are long-range - and often multigenerational - propositions. The State of South Dakota has developed the reputation of being a national leader in trust jurisdictions among industry experts, including consistent recognition by Trust and Estates Magazine.
Services
Expedition Trust serves as trustee, or co-trustee, of revocable, irrevocable, and charitable trusts, as well as managed self-directed Individual Retirement Accounts (IRAs). Expedition Trust does not administer ERISA accounts.
Expedition Trust offers South Dakota situs trusts, including directed trusts, dynasty trusts, asset protection trusts, captive insurance trusts, and the full panoply of tax and flexibility advantages that come from trusts administered and sitused in South Dakota with a South Dakota trust company.
Expedition Trust offers South Dakota situs trusts, including directed trusts, dynasty trusts, asset protection trusts, captive insurance trusts, and the full panoply of tax and flexibility advantages that come from trusts administered and sitused in South Dakota with a South Dakota trust company.
Expedition Trust Company provides personal and prompt trust services through an open architecture framework that encourages teamwork and cooperation with independent asset managers and other professionals. This allows our clients and their families to maintain and expand their relationships with their preferred and existing trusted advisors.
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