Trust Services
401k Sponsorships
IRA Retirement Plans
The South Dakota Advantage
Build, Manage, and Preserve Wealth for Generations to Come
Cornerstone Private Asset Trust Company, LLC, is boutique trust company that helps businesses and individuals implement estate planning goals and transition wealth from one generation to the next. It provides services above and beyond those of a traditional trust company by focusing on the individual nature of each client and their long-term goals.
An independent public trust company based in Sioux Falls, South Dakota, Cornerstone provides unique tax advantages to its clients as well as a wide variety of specialized trust services, including trusts under wills as well as dynasty, charitable, revocable living trusts.
In the retirement plan area, Cornerstone develops plans to meet the needs of the employees, the company and the owners. It specializes in working with business owners who excel at running their businesses, but do not want to be experts in retirement planning. Cornerstone works as a retirement planning partner keeping business owners informed on the status of their plans as well as their fiduciary responsibility as the plan sponsor of the company’s retirement program.
Contact Us
Download Our Free App
We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.
Helpful Content
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
View all articles 
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
View all calculators
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
View all presentations
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Saving for College 101
Here’s a crash course on saving for college.