Focused on Values
More Than Money Trust Company specializes in boutique trust administration services, and our focus is on perpetuating your family's values and valuables through values-based trusts.
A Snapshot of How We Help Perpetuate Your Values
Trust Administration
We act as a corporate trustee for various types of trusts, ensuring compliance with legal and fiduciary duties while safeguarding the interests of beneficiaries.
Distributions
We follow a thorough process to timely and accurately facilitate distribution of trust assets to beneficiaries according to the trust document and specific needs.
Tax Compliance
We work with a third-party accounting firm as well as our client's chosen accounting firms to prepare all trust tax returns.
Third-Party Advisors
We work with investment advisors chosen by our clients and we do not sell investment products.
SD Division of Banking Compliance
Our local team and our advisory board work diligently to ensure strict compliance with South Dakota regulations, applicable laws, and the terms of the trust agreement.
Our Focus
We prioritize providing personalized services and a steadfast commitment to uphold your family's values throughout the trust administration process. Discover how our tailored approach can bring peace of mind and enduring impact to your estate planning journey.
South Dakota purpose trusts can help protect and preserve family values, as well as specific charitable or non-charitable purposes. Whether you aim to support educational initiatives, environmental conservation, or other noble endeavors, our team is committed to administering your trust to make a lasting impact on what you cherish most while preserving your family's legacy.
