🚨 Important Announcement for Parents of College-Age Students 🚨 Did you know that when children hit 18, parents lose access to their medical, financial, and academic records? It's a major change that catches many off guard. But with the right legal documents, you can ensure continued support and access for your child in an emergency. Today, we are sharing four such documents that parents may want to explore after their children turn 18. Should you have questions or need assistance with these documents, know that we are here for you. Reach out anytime.
Cornerstone Private Asset Trust Company
Investment Management
Sioux Falls, SD 513 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
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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
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Primary
Get directions
524 N Main Ave
Suite 211
Sioux Falls, SD 57104, US
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Get directions
4470 West 78th Street
STE 210
Bloomington, Minnesota 55435, US
Employees at Cornerstone Private Asset Trust Company
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Chad Halbur
President & Shareholder of Cornerstone Private Asset Trust Company
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Leonetta Rence, CTFA
Vice President & Senior Trust Officer at Cornerstone Private Asset Trust Company
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Theresa Schwarzhoff
Trust Operations at Cornerstone Private Asset Trust Company
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Daniel Boeckermann
Principal, Certified Public Accountant, Personal Financial Specialist at BGM
Updates
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Are you a parent of one of the over 18 million students gearing up to start or continue their undergraduate journey this fall? As we dive into this exciting season, it's crucial to think about a topic that often bubbles up this time of year: financial planning for college students. With the cost of tuition more than doubling since the 1960s, strategizing is more important than ever to navigate through the college years smoothly. Swipe through ➡️ for some practical tips and insights.
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Read up on our Quarterly Newsletter: Smart Summer Planning Topics include: -Important legal documents you need to send your children to college -Estate Planning Pitfalls -Summer Road trip Stops to explore Read: https://lnkd.in/gE4KRysM
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Reminder** Join us for a webinar! Chad Halbur, President of Cornerstone Private Asset Trust Company, will be joining BGM to present a webinar on the Q3 Economic Update. Find out more about the portfolio positioning we have taken and why. Topics Include: • Economic and market review • Financial and market themes • Deeper dives into equities, fixed income, and more • Our portfolio positioning for the third quarter Register Here: https://lnkd.in/g2u56w9Q
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Our team understands the complexities and emotions involved in planning for an anticipated inheritance. That’s why we have compiled a list of considerations to keep in mind if you have a potential inheritance. Swipe through to learn more. And, as always, know that our team is here to guide you every step of the way. Reach out anytime.
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Join us for a webinar! Chad Halbur, President of Cornerstone Private Asset Trust Company, will be joining BGM to present a webinar on the Q3 Economic Update. Find out more about the portfolio positioning we have taken and why. Topics Include: • Economic and market review • Financial and market themes • Deeper dives into equities, fixed income, and more • Our portfolio positioning for the third quarter Register Here: https://lnkd.in/g2u56w9Q
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We all know that investment discipline equals freedom. But investment discipline and a luxury lifestyle don’t have to be mutually exclusive, as a number of luxury products hold significant investment value. Today, we’re sharing three such vehicles that high-net-worth investors may want to consider. Have questions about these products or wealth management in general? Do not hesitate to give our office a call.
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It’s never too early to instill a sense of financial responsibility and knowledge in younger generations, and the summer presents unique opportunities for parents and caregivers to do so! With that in mind, we’re sharing a few summer “job” ideas for kids and teens. Swipe to learn more ➡️ And as always, reach out with any financial questions or needs. We are happy to be a resource.
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