Cornerstone is a boutique trust company working with clients to help implement their estate planning goals and to transition wealth from one generation to the next. We operate like a family office by providing services above and beyond those of a traditional trust company. We focus on the uniqueness of each client, knowing we must first understand longer term goals to ensure a successful outcome. We create a customized portfolio to best meet the needs of the trust, of the grantor and ultimately of the trust beneficiaries. We also provide comprehensive education for beneficiaries on the financial resources set aside for their benefit. We walk alongside beneficiaries and assist them as the grantors dreams for their family are realized years and decades after the grantor has passed on.
Being an independent public trust company, Cornerstone Private Asset Trust Company, LLC provides many services other trust companies will not. We can serve as trustee for any type of trust including:
- Irrevocable Trusts
- Revocable Living Trust
- Trusts Under Wills
- Charitable Trusts
- Dynasty Trusts
- Asset Protection Trusts
We can also serve as the agent for individual trustees, as conservators to perform administrative duties for those unable to manage their own affairs, or as personal representatives and executors of estates. In addition, being established as a trust company in South Dakota provides additional advantages.