Purposefully perpetuating values
We offer personalized trust administration services to help you protect your assets and give your loved ones and heirs allocations focused on your core values.
Why "More Than Money"?
We understand that true wealth extends beyond financial assets. It encompasses the values, ethics, and ideals that define your family's identity and purpose. When you integrate these principles into your trust, your wealth becomes a force for good--empowering future generations to thrive emotionally, intellectually, and socially.
Why More Than Money Trust?
At More Than Money Trust Company, we believe in trusts that are more than just financial instruments. We focus on administering values-based trusts, designed to preserve and perpetuate the principles and beliefs that matter most to you and your family. Our approach goes beyond traditional trust administration; it is about securing a legacy that encompasses integrity, compassion, and a commitment to community.
How We Help Families Perpetuate Their Values
At More Than Money Trust Company, we don't just manage trusts; we cultivate legacies.
Our values-based approach is centered around empowering beneficiaries with the tools they need to thrive, fostering a lasting bond that strengthens family ties for generations to come. By emphasizing a "hand up" rather than a "handout," we hope that each individual is equipped with the knowledge, resources, and support to uphold the family's cherished values and make significant contributions to society. This holistic approach not only preserves wealth but also nurtures a legacy of resilience and unity, ensuring a meaningful impact on future generations.
Why Corporate Trustees?
Choosing a corporate trustee offers distinct advantages. It helps avoid familial conflicts and preserves family harmony by providing a professional, impartial approach to managing trusts. With a corporate trustee, you benefit from a collaborative team that includes your lawyer, accountant, wealth manager, and family members as advisors, ensuring comprehensive estate planning. Corporate trustees like More Than Money Trust Company ensure business continuity, safeguarding your assets with institutional stability and expertise. Trusting a corporate trustee ensures peace of mind, efficiency, and long-term security for your wealth and family's well-being.
Why South Dakota?
South Dakota's combination of strong legal protections, progressive trust laws, and favorable tax environment make it an ideal choice for establishing and maintaining trusts. Whether you're planning for your family's future, protecting assets, or supporting charitable endeavors, South Dakota offers the trust jurisdiction you can rely on.
The Power of Jurisdiction
South Dakota offers unparalleled advantages as a trust jurisdiction. With robust trust laws designed to protect your assets and ensure your wishes are upheld, South Dakota provides a stable and reliable legal environment. South Dakota Governor's Task Force works to safeguard the state's trust laws, promoting greater flexibility and tax efficiency.
Choosing the Right Situs
Selecting South Dakota as the situs (the location where legal matters are decided) for your trust means opting for a state with a proven track record of trust administration excellence. The state's efficient court system and trust-friendly legislation make it a preferred choice for individuals and families seeking peace of mind.
Purpose as a Beneficiary
Unlike many other states, South Dakota recognizes trusts with a purpose as a beneficiary. This unique feature allows you to create trusts that support family values, charitable causes, or specific non-profit endeavors, adding a multi-dimensional approach to your wealth transfer.
Built to Last in Perpetuity
South Dakota trusts enjoy extended perpetuity periods, providing long-term planning solutions that can benefit multiple generations. This longevity ensures your legacy endures according to your wishes, offering stability and continuity for your family's future.
Contact Us
Fill out the form to reach us, call us directly at 646.779.8473, or click this link to schedule a 30-minute Zoom meeting with our team.
We look forward to working with you.