Personal Wealth Management

When it comes to managing the personal wealth you’ve worked hard to earn, there are a few necessities for any partnership: trust and relationships. At Bankers Trust, our personal Wealth Management clients are more than accounts – we build relationships that center around understanding your financial needs and background, your goals for the future, and – on a personal level – what motivates you. With this approach, you can do more than hope we put your best financial interests first; you can trust that our team is providing you services that will help reach your objectives.

Bankers Trust’s Wealth Management team provides expertise and personalized attention to individuals and families needing services from the most basic to the most complex. With a range of financial planning, investment, and trust services, we can serve as trustee, administrator, investment manager, and custodian of funds. Learn more about our services below, and contact us to start working with Bankers Trust.

Private Client Services

From comprehensive financial planning to fiduciary services, Bankers Trust offers expertise, attention and trust in every client relationship. We are committed to helping families and individuals meet their financial goals, whether in planning for education and retirement or managing investments and trusts. We go above and beyond to serve our customers every day, and our expertise and customized solutions sets us apart.

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South Dakota Trust Services

BTC Trust Company of South Dakota meets a full range of trust needs for ultra-high net worth individuals and families. With the state’s attractive jurisdictions for trust administration, our professionals can serve in a number of capacities, including trustee, directed trustee or agent. We also add value to financial advisors seeking the assistance of a fiduciary to maintain their client relationships.

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