{"id":93,"date":"2023-07-11T16:15:59","date_gmt":"2023-07-11T16:15:59","guid":{"rendered":"https:\/\/iqeq.com\/us\/services\/u-s-trust-services\/"},"modified":"2026-03-03T09:50:20","modified_gmt":"2026-03-03T09:50:20","slug":"u-s-trust-services","status":"publish","type":"service","link":"https:\/\/iqeq.com\/us\/services\/u-s-trust-services\/","title":{"rendered":"U.S. trust services"},"content":{"rendered":"
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We\u2019re proud to have been selected as the winner of the \u2018Trust Administration\u2019 category in the 2025 Miami Family Wealth Report Awards.<\/p>\n

Read the full article here<\/a>.<\/p>\n <\/div>\n

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\n \n Overview <\/p>\n <\/div>\n<\/section>\n\n
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We are the premier provider of independent professional trustee services.<\/strong><\/p>\n

As a state chartered, non-depositary trust company (NDTC) with operating offices in both New Hampshire and South Dakota, we provide premier trust administration and family office services for both domestic and international families and structures. With over $10 billion in assets under administration, we serve as trustee of 850+ trusts for 250+ families.<\/p>\n

We offer administrative trustee and family office services to high- and ultra-high-net-worth families from all over the world, providing them access to the well-established advantages of New Hampshire and South Dakota\u2019s trust and tax laws. We are equally adept at serving both domestic and international families and \u00a0can accommodate any trust governance structure to serve the strategic goals of our clients.<\/p>\n

The combination of our unbundled services model, our industry expertise and our a la carte fee structure allows families to choose only the services they need, without disturbing existing relationships with financial managers and other trusted advisers.<\/p>\n

Under a multi-participant trust arrangement, we carry out the administration of the trust as directed by the family and\/or its advisors. The family retains control of the trust\u2019s investment decisions \u2013 either selecting the types of investment assets (equities, real estate, private businesses etc.) or the investment professionals who manage them.<\/p>\n

Regarding discretionary distributions to trust beneficiaries, we may also be directed by an independent trustee, chosen by the family. While we can serve as distribution trustee for many trusts, some families prefer to have an extended family member or other associate determine the amounts and the timing of the discretionary distributions.<\/p>\n

Our business practices and attention to detail maintain that the integrity of your estate plan. Our multi-participant trustee model supports a collaborative, team-based approach to multi-generational wealth planning \u2013 we complement your existing advisors, we never compete with them.<\/p>\n

Useful links:<\/strong><\/p>\n

New Hampshire Trust Council<\/a><\/p>\n

South Dakota Trust Association<\/a><\/p>\n <\/div>\n<\/section>\n\n

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Key services<\/h2>\n <\/div>\n<\/section>\n\n
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Open architecture trust design: The emergence of \u201cMulti-Participant\u201d trusts and frameworks to support them<\/p>\n

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Modern investment strategies, evolving tax considerations and complex family and financial advisor dynamics have created demands that traditional trusts and trust companies are not well equipped to handle. In the face of these demands, many families, based on guidance from their expert advisors, are moving away from conventional trusts that rely on single or co-trustees to new \u201cmulti-participant\u201d trusts.<\/p>\n

IQ EQ Trust Company, U.S. is an independent professional trust company that specializes in these types of directed, \u201cmulti-participant\u201d trusts that allow for the bifurcation of trustee duties. Supported by New Hampshire and South Dakota\u2019s leading trust statutes, we complement the trusted advisors of our clients. We never compete with them.<\/p>\n <\/div>\n <\/div>\n <\/div>\n

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What is a directed trust and how does it work?<\/p>\n

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Among the many features of New Hampshire and South Dakota\u2019s advantageous trust and trust banking laws, the states\u2019 statutes specifically enable trusts commonly referred to as directed trusts. In these trusts, a directed trustee, such as IQ EQ Trust Company, U.S., serves as an \u201cexcluded fiduciary\u201d providing access to the state\u2019s advantageous laws by performing trust accounting, distributions, and other back-office administrative functions within the state.<\/p>\n <\/div>\n <\/div>\n <\/div>\n

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Structures: we can accommodate a diverse range of private wealth structures<\/p>\n

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Common structures and strategies include:<\/p>\n

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  • Delegated trusts<\/li>\n
  • Asset protection trusts<\/li>\n
  • Dynasty trusts<\/li>\n
  • Purpose trusts<\/li>\n
  • Foreign grantor and non-grantor trusts<\/li>\n
  • Private trust companies (PTC) \u2013 regulated (South Dakota and New Hampshire) and unregulated (New Hampshire)<\/li>\n
  • Insurance trusts<\/li>\n
  • Revocable trusts<\/li>\n<\/ul>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n<\/section>\n\n
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    Get in touch<\/h2>\n
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