Individuals and Families

​Year in and year out, Bankers Trust’s Wealth Management team provides expertise and personalized attention to individuals and families needing personal trust services — from the most basic to the most complex. We can serve as trustee, administrator, investment manager, or custodian of funds.

Learn more about our services below, and contact us to start working with Bankers Trust.

Private Client Services

The best things in life are shared from generation to generation. We offer a variety of services including Trust services, investment management and comprehensive financial planning. 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. Learn more.

South Dakota Trust Services

BTC Trust Company 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. Learn more.

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Stay Safe

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

Learn more about Trusteer
Bankers Trust Shield
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.
Individuals and Families | Bankers Trust Wealth Management