Individuals and Families

​​Private Client Services

Live your legacy. We can help you fulfill your vision. 

The best things in life are shared from generation to generation. For nearly a century, Bankers Trust has built a legacy on helping our clients grow, protect and manage their assets.

Whether your goal is meeting the costs of a child’s education or securing a comfortable retirement ― or both ― your Bankers Trust Private Client Wealth Advisor can help.

​South Dakota Trust Services

Bankers Trust Benefit from South Dakota Trusts

In recent years, South Dakota Trusts have become increasingly popular because South Dakota imposes no state-level taxes of any kind on trusts. Savvy investors who establish a trust in South Dakota also benefit because the state has no law against perpetuities and allows Asset Protection Trusts.

BTC Trust Compnay of South Dakota was established in 1999 to accommodate clients who wish to create South Dakota Trusts and take advantage of this state's attractive laws. Our South Dakota affiliate is a full-service trust company which meets the full range of trust needs.

Trust Services

Providing for your family today, helping preserve wealth for future generations.

Trusts are often used to reduce estate taxes, avoid probate, or to guide the future use of inherited wealth. Bankers Trust has long been a faithful partner to families in the administration of trusts, and we take great pride in the fact that our client relationships often span generations. We are a full-service trust provider with expertise to accommodate trust needs from the basic to the complex.

Investment Management

Benefit from the experience of investment professionals

Investment Management at Bankers Trust is the process of how we organize and deploy our clients' investment resources in order to help them achieve their current and future goals. Our approach addresses your whole financial picture, from retirement planning, to educational funding, to managing risk and developing appropriate investment strategies.

Our approach addresses your whole financial picture, incorporating a broad range of issues, including:

  • Funding retirement lifestyle
  • Funding educational expenses
  • Understanding investment risk
  • More

Private Banking

​The cornerstone of Private Banking at Bankers Trust is the
one-on-one relationship. We provide expert, comprehensive financial and private banking services to help you reach your financial goals.

A team of seasoned financial professionals is committed to supporting your one-on-one relationship.

Learn more

Brokerage Services

BTC Financial Services is a full-service brokerage staffed by experienced, knowledgeable and trusted advisors.

  • Asset Allocation
  • Portfolio Tracking
  • Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Fixed and Variable Annuities
  • Stocks and Bonds
  • Real Estate Investment Trusts (REITs)
Learn more

Resources

​​Hear from our experts through e-newsletters and our other publications.

Newsletters
Investment Insight Newsletter

Publications
Bankers Trust Annual Report
LEAD Magazine

The
Bankers Trust
Difference
Stay Safe

At Bankers Trust, there is no higher priority than the security of our customer’s assets.

Learn more about Trusteer
Note: Non-Deposit Investment Services are not insured by FDIC or any government agency and are not bank guaranteed. They are not deposits and may lose value.
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