Trust Services
Incorporating trusts services into your practice can offer many benefits to your clients, while giving you greater potential to retain relationships to, through and beyond generational transfer. Of course, all trusts are not created equally. We work closely with South Dakota Trust Company to combine the control of directed trusts with all the flexibility, protections, and other advantages of South Dakota trusts to provide a profoundly different trust experience for you and your clients. Please email Trust@corient.com for any questions.
Client Ready Materials
Internal Resources
Educational Materials
- Why Corient Trust Company?
- Corient Trust Services Offering
- Trust Primer: The Importance of Trust Administration
- Parrothead Pitfall: Choosing the Wrong Trustee Can Be Costly
- Real-Life Case Study on Preserving Relationships and Control
- Forget Delaware: South Dakota is the Real Trust Powerhouse
- 12 Powerful Reasons South Dakota is America's #1 Trust Jurisdiction
- Guide to Recognizing Referral Opportunities
- Corient Trust Fee Schedule
- Comparison of Corporate Trustee Fees and Services
Opening Account Forms
Specialists
Heather Pesikoff, Head of Trust
Jennifer Elliot, Trust Coordinator
Melissa Wilson, Trust Coordinator
Sue Kelly, Trust Coordinator
Amanda Williams, Trust Coordinator
Leanne Haupt – Partner, Head of Family Office Services
For any questions, please contact Trust@corient.com