Cornerstone Private Asset Trust Company Information

Cornerstone Private Asset Trust Company is an independent boutique trust and retirement services firm based in South Dakota. We provide a superior level of customized, wealth-management services to high-net-worth individuals, business owners and corporations throughout the United States. Our team of highly skilled and dedicated professionals offer: TRUST SERVICES We work with clients to ensure the wealth they worked so hard to build is transferred seamlessly to the next generation. Because we are an independent trust company, we can provide many services other trust firms cannot. Cornerstone can serve as a trustee for any type of trust, personal or corporate. In addition, we serve as agents for individual trustees or other corporate trusts; conservators for those unable to manage their own affairs; personal representatives; and, executors of estates. We walk alongside beneficiaries, providing comprehensive education on the financial resources set aside for their benefit, and assist them as the grantors’ dreams for their family are realized years later. RETIREMENT PLANNING SERVICES We know the primary goal of a business owner is to successfully operate and grow the business. Cornerstone provides a personal approach to learn about the company, research high-quality investment options, and develop creative and tailored retirement plans designed to best meet the needs of the business and its employees. We routinely develop customized 401(k) plans, Simple IRA plans, and Individual Solo (k) plans for companies. Cornerstone helps business owners by serving as directed trustees on retirement plans, and significantly reducing the owner’s fiduciary risk. PUT YOUR TRUST IN SOUTH DAKOTA South Dakota is considered one of the top states to set up a trust because of the favorable trust laws. No matter where you live, you can take advantage of the benefits and flexibility afforded with a South Dakota trust. For more information, visit: www.cornerstone.net.