Founded by former advisors, we understand the need for the right partner. We work directly with advisors and asset managers to deliver advanced estate planning, retirement, custody, and custom solutions that help them grow with confidence.
Alta Trust Leadership Team
Get to know the people behind Alta who understand the advisor perspective and are here to help you grow with confidence.
The South Dakota Advantage
South Dakota is the nation’s premier trust jurisdiction. Consistently ranked the top state for trust law and home to more banking assets than New York, South Dakota offers advantages few others can match. We deliver those advantages directly to you.
- #1 Ranked Trust Jurisdiction
- Wealth Hub of the U.S.: South Dakota holds $3.4 trillion in assets, over twice New York’s, due to business-friendly laws.
- No State Income Tax: Trusts grow tax-free, appealing to wealthy individuals seeking savings.
- Perpetual Trusts: Trusts can last indefinitely, avoiding probate and reducing taxes.
- Strong Asset Protection: Laws shield trust assets from creditors and allow grantors as beneficiaries.
- Privacy and Confidentiality: Trusts remain private, with no public filing or beneficiary disclosure required.
- Directed Trusts: Grantors retain investment control while trustees handle administration.
- Customizable and Flexible Trust Laws: Progressive laws allow highly tailored trusts.
- Trust-Friendly Court System: Courts efficiently handle and resolve trust-related issues.
“I have been involved in the 401k business since its inception in the early 1980’s and have worked tirelessly to find the best tools and practices for advisors, plans sponsors and participants. Along my journey, what I discovered was the great value of the collective investment trust in providing lower fees and a higher level of fiduciary oversight to retirement plans. That’s why we started Alta Trust.”
– Mark Ponder, Chairman of Alta Trust
