Directed Trusts, only available in a handful of states across the country including South Dakota, continue to drastically change the trust world through unbundling asset management and trust administration functions, putting control back into the hands of settlors, beneficiaries, and their advisors.
Through bifurcating liability, the directed trust model creates a legal framework allowing trustees and beneficiaries to work with asset managers and independent trust companies of their choosing.
Click here for a detailed discussion around how the directed trust concept works to empower settlors, beneficiaries, and their advisors while revolutionizing the trust and wealth management industry.
You can also learn more about Directed Trusts on our website by clicking here. This page goes into further detail on Bundled vs. Directed Trustees, as well as offers you the opportunity to watch a short video on the subject of Directed Trusts.
Please contact Bridgeford Trust via our contact page if you have questions about Directed Trusts.
As an independent, full service trust company with South Dakota Trust powers, Bridgeford Trust Company provides independent, collaborative, and world class multi-family office and third party fiduciary services to domestic and international families.
Bridgeford Advisors, Inc. is a legally distinct sister company of Bridgeford Trust Company and coordinates consultative, planning, business development, and marketing support at locations in New York, California, Florida, South Dakota, and Pennsylvania.