Overspending can be a challenging habit to break, but with awareness, discipline, and strategic financial planning, it's possible to regain control. Read: https://lnkd.in/gsYVZ3NR
Cornerstone Private Asset Trust Company
Investment Management
Sioux Falls, SD 526 followers
Build, Manage, and Preserve Wealth for Generations to Come
About us
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.
- Website
-
http://www.cornerstonetrust.net
External link for Cornerstone Private Asset Trust Company
- Industry
- Investment Management
- Company size
- 2-10 employees
- Headquarters
- Sioux Falls, SD
- Type
- Privately Held
- Specialties
- Personal and Corporate Trust Services, Investment Management, Company Retirement Plans, and Self-Directed IRA Accounts
Locations
-
Primary
524 N Main Ave
Suite 211
Sioux Falls, SD 57104, US
-
4470 West 78th Street
STE 210
Bloomington, Minnesota 55435, US
Employees at Cornerstone Private Asset Trust Company
-
Chad Halbur
President & Shareholder of Cornerstone Private Asset Trust Company
-
Leonetta Rence, CTFA
Vice President & Senior Trust Officer at Cornerstone Private Asset Trust Company
-
Theresa Schwarzhoff
Trust Operations at Cornerstone Private Asset Trust Company
-
Daniel Boeckermann
Principal, Certified Public Accountant, Personal Financial Specialist at BGM
Updates
-
Avoid family feuds over inheritance! Proper estate planning ensures a smooth transition of assets and keeps loved ones united. Read:https://lnkd.in/gs9k8QNY #EstatePlanning
-
-
Stay informed, secure your digital presence, and safeguard your assets. Learn how to take control and build a safer financial future. Read: https://lnkd.in/gCEBFz-C
-
-
📢 We’re Hiring 📢 Cornerstone is looking for an Executive Assistant to support our leadership team! If you're highly organized, detail-oriented, and thrive in a fast-paced environment, we’d love to hear from you. - Competitive benefits - Flexible work options - Growth opportunities Apply today: https://lnkd.in/eGM6-Tfk #Hiring #ExecutiveAssistant #JoinOurTeam
-
-
Business owners: The due date for compliance testing is fast approaching on March 15th (without extensions)! Read tips on preparing your data and staying ahead of the deadline. Read: https://lnkd.in/gTXj7tcr
-
-
This Valentine's Day, love isn't the only thing worth investing in—your future together matters too! Learn how to budget, save, and build wealth as a team. Read: https://lnkd.in/gcwZET-F #ValentinesDay #CouplesFinance
-
-
Level up your financial game in 2025! Check out these must-read finance books for investing, saving, and wealth-building wisdom. Read: https://lnkd.in/g3H698RC
-
-
Don’t wait until the last minute! Begin your 2025 tax prep today and set yourself up for a stress-free filing season. Read: https://lnkd.in/gZSs3Dmc
-
-
By making an informed and deliberate choice, you can set the foundation for a lasting and impactful estate plan. Read: https://lnkd.in/gZgBvRPw
-
-
Retirement myths and misconceptions often lead to unrealistic expectations or costly mistakes. Read: https://lnkd.in/gkd2wySw
-