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.
500+ Trusts
Onboarded
Trust Assets in
Excess of $2B*
*as of July 24, 2023
Founded
in 2015
Full Array of
Trustee Services
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.
Trust administrative services, South Dakota situs, coordination of tax filings, and money movement. All investment and distribution decisions are managed by others.
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.
“Cresset” refers to Cresset Capital Management, LLC and its affiliates, including: Cresset Asset Management, LLC, a registered investment adviser that provides investment advisory, family office, and other services to individuals, families, and institutional clients; Cresset Partners, LLC, a registered investment adviser that provides investment advisory services to investment vehicles investing in, among other asset classes, private equity, venture capital, private credit, and real estate; and Cresset Trust Company, LLC, a South Dakota-chartered public trust company that provides trust services to clients.
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