As the trust industry continues to evolve, there is growing demand for more flexible, conflict-free solutions that reflect the needs of today’s advisors and the families they serve. At Bridgeford Trust Company, we’ve long embraced the idea that an unbundled alternative to the traditional bundled trust and asset management model is the future of our industry.
White label trust services—sometimes referred to as private label trust services—reflect this shift. Designed for family offices, RIAs, insurance professionals, and investment managers, this approach allows advisors to offer sophisticated trust planning options to their clients without taking on the burden of trust administration or compromising their brand identity.
Understanding the White Label Approach
Bridgeford Trust Company’s white label trust services provide the regulatory framework, infrastructure, and trust expertise, while the advisory firm remains the primary client relationship holder. This offering is particularly valuable for firms that do not have trust powers or want to expand their capabilities without building a trust company from the ground up.
Because “white label” means something different to everyone, we work across a continuum of options to meet firms where they are and deliver a highly customizable arrangement. This may include:
- A fully branded experience, where trust statements and client communications feature the advisor firm’s name.
- A co-branded model with Bridgeford Trust Company identified as the trust provider.
- A completely independent relationship with no brand integration at all.
These and many other collaboratively designed options can be adapted to meet the unique needs of the firm, while also providing marketing and sales support to effectively communicate trust solutions, training and education to confidently discuss the advantages of South Dakota’s modern trust laws, and back-office infrastructure that includes accounting and reporting support, with flexibility around asset custody.
To learn more about Bridgeford Trust Company’s white label trust services, or to explore a customized relationship, reach out to our team at (605) 224-9189 or via our contact page.
