We strive to help families achieve their desired goals of longevity, sustainability, and connectivity.
Operating under some of the most favorable state tax and trust laws in the country, we can combine flexible, customized, and highly personalized service with our deep expertise in helping to solve the challenges wealthy families face.
TFO Trust Company was formed in direct response to the unique needs and goals of the client families of our parent companies, TFO Family Office Partners and TFO Wealth Partners.
TFO Family Office Partners’ mission is empowering families to thrive by Connecting Wealth and Purpose®. TFO Family Office Partners helps high-net-worth and ultra-high-net-worth families identify what they want to accomplish with their wealth and how to best achieve those goals. The firm’s approach begins by listening to clients communicate about who they are and what’s important to them. The team at TFO Family Office Partners then uses their expertise in investing, income taxes, estate planning, and family office services to build and implement plans to help clients’ wealth endure life’s inevitable transitions.
TFO Wealth Partners is a wealth management firm built to help families and businesses define and achieve their unique goals. The firm’s team combines this focus of aligning each client’s wealth, goals, and values with an academically-based investment philosophy, portfolio development, and a fiduciary standard of care. Together, TFO Wealth Partners strives to provide the advice, resources, and education they believe families need so they may focus on what is most important in their lives.
How We Serve
Trustee Services to Fit You
TFO Trust Company is committed to meeting your family’s needs in the role of Trustee, Co-Trustee, or Directed Trustee.
Trustee
Full suite of Trustee services.
Co-Trustee
Sharing Trustee duties with family members or other trusted advisers while providing access to South Dakota law and our modern institutional structure.
Directed Trustee
Providing administrative services while the families appointed team assume distribution and investment responsibilities.
Our Board of Directors
TFO Trust Company was founded by professionals with decades of experience advising affluent families and family offices. We strive to ensure the families we serve feel secure knowing our personalized service, objectivity, and deep expertise will allow their wealth to serve both current and future generations.
Chris Erblich
President & Director
Cleves Delp
Director
Donald Scott
Vice President & Director
Scott Horn
Director
Brady Fineske
Director
Matt Tobin
Director
Why South Dakota
A Unique Advantage for Wealthy Families
South Dakota was one of the first states to allow a trust to endure perpetually. While other states have followed suit, South Dakota’s modern trust and privacy laws, coupled with the advantages of no state income tax, capital gains, dividend/interest or tangible tax, distinguish it from other dynasty states. TFO Trust Company allows families to access all the benefits of South Dakota, including most of the unique and creative trust strategies for the wealthy, without the necessity of having the family reside in the state.
Modern Trust Law
South Dakota’s flexible and modern trust laws make it a very attractive jurisdiction for trusts and sophisticated estate planning.
Tax Efficiency
Tax laws are not the same in every state. South Dakota has no state income tax and offers many other advantageous tax law provisions.
Dynasty Trusts
Many states require a trust to have a specific termination date, while South Dakota allows trusts to continue in perpetuity.
