TRUST THE PATH AHEAD

Expedition Trust provides client-first service that is independent, efficient, and transparent. Expedition Trust was launched to meet rising demand from families, individuals, and select institutions seeking sophisticated trust solutions with open architecture asset management.

Trusts administered from South Dakota are widely acknowledged to provide unrivaled benefits, including: significant flexibility, tax and asset protection advantages, a highly-responsive legal and regulatory system, an ability to hold non-traditional or alternative assets in trust, and confidentiality and directed trusts statutes considered the best in the United States.

  • ONE PERSON
    AT A TIME

    Individual relationships define our commitment to service. Although funds and assets in trusts and custodial accounts may be similar, client service will be provided with a strong understanding of and appreciation for each client’s individual objectives.

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  • LONG TERMPERSPECTIVE

    We share our clients’ commitment to the future, and adopt a long-term perspective. Respect of our clients is paramount, and Expedition Trust seeks to earn that respect recognizing that wealth creation and preservation are long-range – and often multigenerational – propositions.

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  • SOUTH DAKOTA TRUSTADVANTAGES

    The State of South Dakota has developed the reputation of being a national leader in trust jurisdictions among industry experts, including citation as the number one trust jurisdiction by Trust and Estates Magazine in 2007 and again in 2012.

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