JESSICA BEAVERS, CTFA
President
BTC Trust Company of South Dakota

The Directed Trust—A Client-Friendly Alternative to Traditional Trusts

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ALICE L. ROKAHR 
President
Trident Trust Company (South Dakota) Inc

South Dakota: A Trust Domicile of Choice for International Families

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ANTONY JOFFE
President
Sterling Trustees

The Difference Between Privacy and Secrecy and Tax Evasion and Tax Deferral

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ADAM D. COX 
Senior Group Executive, Wealth Management
The First National Bank in Sioux Falls

The Demand for a Sophisticated Partner

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CHIP MARTIN
President
Concord Trust Company LLC

Open Architecture Trust Design—The Emergence of “Multi-Participant” Trusts Administered in South Dakota

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DAVID A. WARREN, J.D. 
President and CEO
Bridgeford Trust Company

Bridgeford Trust Company: A New and Emerging Wealth Management Service Paradigm

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THOMAS V. VAN ROBAYS, J.D.
President
Dakota Guardian Trust

Collaborative Wealth Management

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PATRICK G. GOETZINGER 
Partner
Gunderson, Palmer, Nelson & Ashmore LLP

ANDREW J. KNUTSON 
Partner
Gunderson, Palmer, Nelson & Ashmore LLP

South Dakota’s Asset Protection Dynamic Duo

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AGATHA JOHNSON, CFP, CPWA
Certified Executive Coach
Generations To Generations LLC

Family Coaching: Improving the Success Rates of Generational Wealth Transfer

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"The South Dakota Story" As Seen In The Summer 2016 Issue Of Private Wealth Magazine

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