Trust Services

Protect Your Family for Generations

A Modern Approach

The need for trust services has never been greater as families approach their legacy in an organized and highly personal way.

Cresset Trust Company (CTC) delivers a family’s trust needs, serving at the highest fiduciary standard. Our team partners with you and your legal counsel to carry out the grantor’s intent, manage complex special assets, and meet the specific needs of beneficiaries.  

With a South Dakota presence CTC is positioned to offer the benefits of favorable trust and tax laws, privacy, and a significant asset protection jurisdiction for third party and self-settled trusts. With flexibility, customization, and white glove service, we aim to deliver a solution that stands apart from many large institutions.

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500+ Trusts

Trust Assets in
Excess of $2B*

*as of July 24, 2023

in 2015

Full Array of
Trustee Services

Types of Trusts Administered

  • Asset Protection Trusts
    (Self Settled or Third Party)
  • Charitable Trusts
  • Dynasty Trusts
  • Foundation Trusts
  • Insurance Trusts
  • Revocable Trusts
  • Special Purpose Trusts
  • Special and Supplemental Needs Trusts
  • And Others
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Trustee Roles Offered

Full Trustee

Full array of discretionary trust services, including the management of trust assets, trust administration, distribution decisions, coordination of tax filings, beneficiary communication, etc.


Along with others, such as a designated family member, we share the various responsibilities of full trustee.

Directed Trustee / Administrative Trustee

Trust administrative services, South Dakota situs, coordination of tax filings, and money movement. All investment and distribution decisions are managed by others.

Delegated Trustee

A nominated investment professional, or other party, is delegated a specific investment or distribution function. Cresset Trust Company provides oversight, as well as the remainder of all trust services.

In collaboration with your team of trusted advisors, Cresset Trust Company is well positioned to protect you and your family for generations.

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