The premier solution to guarantee the safety and continuity of your family’s wealth.
Find out more about the Directed Trust that ensures security and freedom. Your funds receive the greatest legal protection available, while you retain the power to direct them as you see fit.
A Directed Trust gives you the power to secure the integrity of your funds and avoid excessive tax burdens. Madison Trust levels it up by giving you direct management of the account and the ability to make key decisions. With Madison Trust’s Directed Trust, you can:
Madison Trust partners with your financial team to ensure you retain control over the distribution of your funds. We accomplish this by allowing you to split the Trustee duties. Madison Trust will take care of administration, your financial team can direct the investments, and your appointed distribution committee will direct disbursement.
Madison Trust works within South Dakota, home of the most advantageous trust statute. South Dakota's strong spendthrift provisions protect clients and their assets from the aggressive claims of creditors. Additionally, South Dakota possesses no state income tax which allows your wealth to grow without any unnecessary reduction.
Will you benefit from a Directed Trust?
The Directed Trust fits those who have substantial assets which will not be used to fund retirement. With a Directed Trust, you can manage those funds and optimize your family’s inheritance. Now is the time to insure a smooth financial transition for your loved ones and help them maximize the retention of your family’s wealth.
You can keep YOUR current team!
Madison Trust acts as an additional partner to help optimize your trust platform and move the assets over. However, your team of financial advisors, accountants, and estate attorneys can continue to direct the funds according to their strategy.
Madison Trust is that rare company where customer service is alive and well. No endless phone menus just to be routed to a call center somewhere overseas. Instead, your calls are answered by associates who have great communications skills and who really know their stuff! They are quick to answer any questions you may have and will make sure you are satisfied by the end of your call.
It really is a pleasure to do business with this company.
Madison Trust has been great to work with. They’ve been responsive, helpful and I can actually talk to a real person when I need to. So refreshing these days.
Everything from customer service to setting up my account to getting my money was A+.
I would highly recommend doing business with them.