Alta Trust Company works with individuals, financial professionals, RIAs, and institutions across personal trusts, retirement, private funds, custody, and institutional trust services. We help turn planning needs and new ideas into structures that work.
$15+B
Assets Under Management
Nearly 20 Years
Serving Clients & Partners
South Dakota Chartered
Trust Company
Who Does Alta Trust Work With?
Alta works with individuals and families, financial professionals, RIAs and institutions. Some come to us with a specific need. Others look for a partner who can help them think through their options and put the right structure in place.
Individuals & Families
Advanced estate and tax planning can help address taxes, asset protection, charitable goals, and wealth transfer. Alta helps identify the right opportunities, implement the trust strategy, and support it over time.
Advisors, Attorneys & Other Professionals
Bring Alta in when a client needs capabilities beyond your firm’s core offering. We can offer estate planning, private funds, CITs, retirement solutions, custody, and ongoing trust administration.
Institutions & RIAs
Build investment, retirement and trust structures around your strategy or program. Alta supports CITs, private funds, custody and institutional trust arrangements that need more than an off-the-shelf solution.
What Does Alta Trust Do?
Alta helps clients and partners build, administer, and support trust, investment, and retirement structures. The role depends on the need. Sometimes we step into an existing arrangement, and sometimes we help create something from the ground up.
Personal Trusts
Advanced estate and tax planning, South Dakota trusts and ongoing trust administration for individuals and families.
Collective Investment Trusts
CIT structure, trustee support and operational integration for investment managers bringing strategies into retirement plans.
Retirement Solutions
Support for unitized managed accounts, automatic rollover IRAs, voluntary IRAs, and self-directed IRA programs.
Institutional Trusts & Custom Builds
Trustee and administrative support for Section 115 trusts, rabbi trusts, 529 plans, tribal trusts and other custom arrangements.
Private Funds & Alternatives
Private fund and fund-of-funds formation, trustee support and custody for private investments and alternative assets.
Custody
Flexible custody for traditional investments, private funds, alternative assets and specialized IRA holdings.
What services does Alta Trust provide?
Personal Trusts
Advanced estate and tax planning, South Dakota trusts and ongoing trust administration for individuals and families.
Collective Investment Trusts
CIT structure, trustee support and operational integration for investment managers bringing strategies into retirement plans.
Institutional Trusts & Custom Builds
Trustee and administrative support for Section 115 trusts, rabbi trusts, 529 plans, tribal trusts and other custom arrangements.
Retirement Solutions
Support for unitized managed accounts, automatic rollover IRAs, voluntary IRAs, and self-directed IRA programs.
Private Funds & Alternatives
Private fund and fund-of-funds formation, trustee support and custody for private investments and alternative assets.
Custody
Flexible custody for traditional investments, private funds, alternative assets and specialized IRA holdings.
Are you a financial advisor?
Meet the Alta Advisor Platform.
The Alta Advisor platform enables advisors to offer advanced estate and tax planning to their high-net-worth and ultra-high-net-worth clients. It is designed for advisors who want to deliver more value to their clients and firms while keeping the firm at the center of the relationship.
Why work with Alta Trust?
Alta Trust is a South Dakota-chartered trust company with nearly 20 years of experience helping individuals, financial professionals, and institutions implement sophisticated trust and investment solutions. We are independently owned and not backed by private equity, which gives our team more freedom to make decisions and adapt when the situation calls for it. At Alta, we work closely with clients to design and implement solutions built around their goals.
With Alta Trust you can expect:
- Practical approach to complex trust and fiduciary needs
- Flexible solutions built around the situation, not a one-size-fits-all model
- Collaborative relationships with individuals, advisors, attorneys, and institutions
- South Dakota trust expertise and access to the country’s leading trust jurisdiction
- Broad capabilities across personal trusts, retirement, custody, investments and institutional trust services
Why use a South Dakota Chartered Trust Company?
South Dakota is the nation’s leading trust jurisdiction and is the foundation for every trust Alta administers.
Its laws offer meaningful advantages, including no state income tax on trusts administered there, perpetual trust duration, strong asset protection, and robust privacy protections. South Dakota also supports directed trust structures that separate investment and administrative responsibilities.
As a South Dakota-chartered trust company, Alta gives our clients access the most flexible and well-developed trust environments in the country.
What Are You Trying to Solve?
Tell us what you’re working on, and we’ll help you explore the right path forward.
