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Former First Lady, Laura W. Bush, speaking at our 2016 Invest In Women conference in Dallas.

Private Wealth: Influential Audience

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TARGETED AUDIENCE

TARGETED READERSHIP

Types Of Firms Readers Own Or Work For

Other Product & Service Providers, Centers of Influence 12%

Family Office, Wealth Advisory, Private Banking & Trust 62%

Accountants, Attorneys, Estate Planners 16%

Insurance 10%

CIRCULATION: 30,000

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All Segments Of The Target Audience Are Advising Or Influencing Wealthy Clients And/Or Families With A Minimum Net Worth Of $20 Million.

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N O V E M B E R / D E C E M B E R 2 0 1 5W W W. P W - M A G . C O M

PLUS: TREASURE SEEKERS DESPAIR

FAMILIES FEUD OVER BAUBLES

A PATH TO FAMILY HARMONY

CRAIG SMITH AND MICHAEL TIEDEMANN OF TIEDEMANN WEALTH

FAMILY MATTERSTIEDEMANN WEALTH MANAGEMENT WAS FORGED BY PEOPLE WHO WANTED

TO SIT ON THE SAME SIDE OF THE INVESTING TABLE AS THEIR CLIENTS.

Source: 2014 Subscriber Study, Signet Research

Private Wealth: Influential Audience

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Publications Readers Receive In Addition To Private Wealth

PW Readers Are Experienced Advisors With Established Practices

Products Personally Recommended In The Past 12 Months

Tenure In The Financial Services IndustryReaders With 10 or More Years’ Experience 84%Average Years in the Industry 23 YearsAverage Number of Clients Readers Personally Advise 63

Average Client Account Value Per Reader:

$59.8 MillionAverage Amount of Assets Readers Personally Manage:

$259.9 Million

Source: 2014 Subscriber Study, Signet Research

Barron’s 25%

Trusts & Estates 22%

SUMMER 2016WWW.PW-MAG .COM

ADVISING THE EXCEPTIONALLY AFFLUENT

PLUS• WEALTH STRATEGIES FOR RICH IMMIGRANTS

• RAISING $25 TRILLION FOR A BETTER WORLD

• A PENNY-WISE INVESTMENT ALTERNATIVE

CLIENTS MAY HAVE BEEN THE REAL WINNERS WHEN ATLANTIC TRUST PRIVATE WEALTH MANAGEMENT WAS ACQUIRED BY CIBC.

A PERFECT UNIONJohn S. Markwalter, David L. Donabedian and Paulina Mejia of Atlantic Trust Private Wealth Management

2017 Editorial Calendar

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FEATURE | PRACTICE DEVELOPMENT

THE

RICHESTMULTIFAMILY OFFICES

Silvercrest Asset Management, the second fastest-growing

multifamily office in a new Bloomberg ranking, is a public

company that needs to keep both clients and investors happy.

B Y A N T H O N Y E F F I N G E R/B L O O M B E R G N E W S

W alk around the headquarters of Silvercrest Asset Management Group,

and you’ll feel like a little piece of Thomas Jefferson’s Monticello landed

atop a New York skyscraper.

Antique maps of Virginia decorate the four-floor office suite on Manhattan’s

Sixth Avenue, as do paintings of bird dogs on the hunt. A portrait of Archibald

Stuart, a pal of the third U.S. president and an ancestor of late Silvercrest

co-founder G. Moffett Cochran V, looms over the lobby.

The decor suggests stability and longevity, two things wealthy families look

for in a money manager. After all, people hire family offices not to get rich, but

to stay that way, with smart investments and savvy tax advice. “We’re trying

to build a business that will last a very long time,” says CEO Richard Hough III,

whose team, in addition to the core job of managing money, does everything

from preparing taxes and running payroll for household personnel to consulting

on art acquisitions and booking yachts. There’s no minimum net worth for clients,

but Silvercrest likes to work with families that have at least $20 million.

LONGER LIFE, LONGER LIFE INSURANCE

DEATH AND TAXES FOR WEALTHY FOREIGNERS

SFOs ANTE UP ON PRIVATE EQUITY

FILLING THE CLIMATE GAP

WHEN IS AN INHERITANCE TOO BIG?

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PLUS: TREASURE SEEKERS DESPAIR

FAMILIES FEUD OVER BAUBLES

A PATH TO FAMILY HARMONY

CRAIG SMITH AND MICHAEL TIEDEMANN OF TIEDEMANN WEALTH

FAMILY MATTERSTIEDEMANN WEALTH MANAGEMENT WAS FORGED BY PEOPLE WHO WANTED

TO SIT ON THE SAME SIDE OF THE INVESTING TABLE AS THEIR CLIENTS.

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The state’s trust laws have evolved to meet modern wealth-transfer needs.

THESOUTH

DAKOTASTORY

SUMMER 2016 | PRIVATE WEALTH MAGAZINE

THE CASUAL OBSERVER HAS PROBABLY ENCOUNTERED

a South Dakota story without even knowing it. Such stories have been told in “Dances With Wolves” and

“The Revenant,” the television series “Deadwood” and Laura Ingalls Wilder’s book, “Little House on the Prairie.”

The next great story involves the massive transfer of wealth between generations and the preservation of that wealth through South Dakota’s compelling modern trust law tools. The state’s trust services industry has evolved to meet the demands of this wealth transfer, delivering more planning options, protection, control and flexibility than ever before.

How It StartedIn 1983, South Dakota repealed its rule against per-

petuities, clearing the way for the dynasty trust, a multi-generational estate-planning tool that avoids federal and death estate tax for assets held in trust forever. Because South Dakota also does not have a state income tax, the dynasty trust also avoids taxation on undistributed, retained income across generations.

Special Sponsored Section

SOUTH DAKOTA TRUST ASSOCIATION

SUMMER 2016 | PRIVATE PRI W TH MAGAZINEEALTE

TTTHEHE CASUAL OBSERVERR HHAS BLYPRROBABAB ENCOUNTERENCOU D

a South Dakota story story withoutt eveneven knowing it. Suc. Su h stories havee been told in “Dances WWith WWolves” and

“The R“The Revenantnant,” the tthe television on series ““Deadwood”dwo and LLaura ILLaura ILaura IInngallss ngallsnngalls Wilder’Wilder’s book,ook, “Littl“Little HousHousse on the Prairie.”

The nexe nee e t greatgreateatgreat story stooryy involves the me mmassive ssive transfer of wealth wealth betweeneen genereraneraraenerattions and the e pprepreesereservservese ation of that wealth throuugh Soutouuthth Dakota’D s compellling mg mmmodern tn odern tode rust rurulaw tooaw ls. Theh state’state’s trusts trusttru servicservvices indue sttry htry hahass evolvevolvvs ev ed to edemeet thmee e demands of s of this weallthlth transferr, r, deliverdeliv ining morng moro e eplanning optiooptions, prons, protectiontection, con, control anol anndnd flexflexibibility thlityity an ever bebeeeforfore. fore.

How It StartedIn 1983, South Dakota repealed its rule against per-

petuities, clearing the way for the dynassty trust, a multi-voids federal and generational estate-planning tool that avforever. Because death eath state te tax for assets held in trust

state income tax, South Duth Dakota aakota alslso does not have a son undistrundistributed,ib the dynthe dynasty trust also avoids taxation o

retainere d income across generations.

SUMMER 2016 | PRIVATE WEALTH MAGAZINE

PRIVATE WEALTH MAGAZINE | SUMMER 2016 WWW.PW-MAG.COM

DAVID A. WARREN, J.D.President and CEOBridgeford Trust Company

Bridgeford Trust Company: A New and Emerging Wealth Management Service Paradigm

Operating as an administrative trustee and not as an asset manager or insurance provider, Bridgeford Trust Company is “advisor friendly” and a natural collaborator with investment managers, insurance professionals, and family/multifamily offices, working together in close synergy with financial plan-ners, attorneys, and CPAs to bring powerful and sophisticated trust planning solutions to families across the country and around the world. Utilizing South Dakota’s Directed Trust, Trust Protector and Self-Settled Domestic Asset Protection Statutes, Bridgeford Trust delivers far more control to settlors of trusts, beneficiaries and their advisors than ever before, allowing them to use advisors of their choosing and hold non-traditional assets in trust, such as closely held stock, real estate and insurance. In addition, trust administration and cli-ent service is efficiently executed through an impressive team of highly experienced and detail-oriented trust professionals in a boutique and very responsive service model.

Leveraging the sophistication of South Dakota’s mod ern trust laws and status as a no income tax state, Bridgeford Trust engages compelling planning techniques, such as the Dynasty Trust, Incomplete Non-Grantor Trust, and the newly enacted Community Property Trust. The Community Property Trust is a progressive structure allowing for a 100% step up in basis at date of death of the first spouse relative to property held in trust, thereby creating the opportunity to avoid state capital gains and federal estate tax forever within the protec-tive entity of one of the nation’s best domestic asset protection structures, all while availing themselves of the strongest privacy laws in the country.

Considering heightened concerns around cost, international reporting requirements and the security of confidential information, brought to light most recently by the Panama Papers, and the fact that the United States has emerged as one of the safest tax and privacy havens in the world, Bridgeford Trust’s boutique and highly confidential service model, coupled with the power of South Dakota law, presents a compelling alternative to “off-shore” planning for international and domestic families in need of sophisticated tax, asset protection and privacy solutions.

Subscribe to our e-mail newsletter to keep up-to-date with the latest developments in the wealth and trust planning arena at www.bridgefordtrust.com/subscribe.

See our corporate profile on page 41. For more information, please visit www.bridgefordtrust.com.

Special Sponsored Section | SOUTH DAKOTA TRUST ASSOCIATION

CHIP MARTINPresidentConcord Trust Company LLC

Open Architecture Trust Design—The Emergence of “Multi-Participant” Trusts Administered in South Dakota

Wealthy families face an ever-increasing set of challeng-es managing their assets across generations. Major changes in trust law, combined with modern investment strategies, new tax factors and complex family dynamics, have created demands that traditional trusts and institutional fiduciaries 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 bundled trust service models to new “multiparticipant” trust structures.

As families move to gain more control over certain trust functions, multiparticipant trusts, and the “pure-play”directed trust companies that administer them, have emerged as powerful tools for achieving fam-ilies’ estate planning objectives. This form of trust designates and coordinates various fiduciaries to manage the many facets of sophisticated estate planning.

Examples of roles within a multiparticipant trust include investment advisors, distribution committees and trust protec-tors who direct the qualified South Dakota administrative trust-ee to implement their decisions. These participants are granted specific powers by the trust based on their skill, location or relationships. They are responsible only for the duties that they are best equipped to assume. This approach is a great advance for many families over the traditional unitary trustee model, where single or co-trustees lack either the in-depth expertise or the appetite for risk needed to effectively navigate complicated investment and legal terrain.

Furthermore, since most directed trust companies do not offer integrated wealth management services, families can rest assured that a directed trust company will complement, not compete with, their existing team of financial advisors. The model allows families to retain more control over asset dis-position without the overhead and regulation associated with establishing a separate, private family trust company.

With the passage of a series of modern trust laws over the past two decades, the South Dakota legislature has answered the demand for statutes that support advanced estate planning and multiparticipant trusts. These multiparticipant trusts, administered by a qualified South Dakota based administra-tive trustee, offer perhaps the most efficient and cost-effective method for accessing the unique asset protection, tax and many other benefits of South Dakota trust law.

See our corporate profile and disclosure information on page 41. For more information, please visit www.concordtrustcompany.com

South Dakota’s Asset Protection Dynamic DuoSouth Dakota’s trust laws are the best in the country, but

not to be overlooked are South Dakota’s much heralded busi-ness entity statutes for limited liability companies (LLC) and limited liability limited partnerships (LLLP). A South Dakota LLC or LLLP, owned by a South Dakota trust, is a common and powerful asset protection shield.

Both the South Dakota LLC and LLLP choices offer a substantial asset protection guard, primarily because a judg-ment creditor’s sole and exclusive remedy against member or partner is a “charging order.” A charging order limits the judgment creditor’s remedy against a partner or member to a lien on the partner’s or member’s distributions from a LLC or LLLP. This prevents the creditor from seizing or selling assets owned by the entity. The charging order creates a roadblock to the disruption of the entity’s business and investments due to a creditor-plagued member or partner.

South Dakota’s charging order statutes are among the most protective in the country, primarily because such statutes (1) prohibit a court from expanding the remedy or issuing a broad charging order, (2) prevent judicial foreclosure of a member’s or partner’s interest, and (3) deny other legal and equitable remedies against the entity. Additionally, South Dakota law is clear that the charging order is the judgment creditor’s sole and exclusive remedy against the member’s interest in a single member/single owner LLC.

There are many reasons to utilize a South Dakota entity and trust beyond asset protection. For example, if you have thought about tax-efficient investing through Private Placement Life Insurance, a South Dakota entity, properly structured, will allow you to qualify for South Dakota’s premium tax which is one of the lowest in the nation.

Whatever the goal, pairing a South Dakota LLC or LLLP with a South Dakota trust provides families with a dynamic duo that achieves a multitude of planning objectives.

See our corporate profile and disclosure information on page 42. For more information, please visit www.gundersonpalmer.com.

THOMAS V. VAN ROBAYS, J.D.PresidentDakota Guardian Trust

Collaborative Wealth ManagementSouth Dakota’s status as a “trust friendly” state for dynasty

trusts is well known. Yet South Dakota’s trust laws offer many benefits in addition to dynasty trusts. As a practical matter, not every wealthy family desires or needs a dynasty trust. So what other advantages are driving settlors, attorneys and financial advisors to South Dakota?

South Dakota laws on asset protection trusts are very settlor-friendly. The absence of a state income tax also moti-vates many settlors to locate their trusts in South Dakota. Another attractive feature is that families can continue to use their own financial advisors. High-net-worth families often have relationships with financial advisors that go back many years. In the past, those advisors were usually cut out by corporate trustees seeking to manage the assets in-house. Trust laws were not friendly to the concept of letting trustees shift investment

responsibility to non-trustees. However, the evolution of trust laws has given settlors more options than ever before. Corporate fiduciaries can now delegate many functions including asset man-agement. Going a step beyond the so called delegated trust is the directed trust. This allows the settlor to parse

out different trust functions among several entities. For example, the investment function may rest with the settlor, an investment committee or other party distinct from the corporate trustee.

Delegated trusts allow the use of the family’s investment management team. The trustee, though, still maintains a level of oversight and responsibility. With a directed trust, the settlor can remove all investment oversight from the trustee. Families like this because they can keep their own financial teams in place. Corporate trustees like this because they have insulation from investment management liability beyond that of delegated trusts.

The trust-friendly framework in South Dakota has already attracted many families seeking to create dynasty trusts. However, the trust environment in the state does indeed offer a great deal more than that one benefit. Families wishing to work with their chosen financial team on a generational basis are discovering the benefits of locating their trusts in South Dakota.

See our corporate profile and disclosure information on page 41. For more information, please visit www.dakotaguardiantrust.com.

ANDREW J. KNUTSON PartnerGunderson, Palmer, Nelson & Ashmore LLP

PATRICK G. GOETZINGER PartnerGunderson, Palmer, Nelson & Ashmore LLP

A directed trust company will complement, not compete with, their existing team of financial advisors.

The United States has emerged as one of the safest tax and privacy havens in the world.

South Dakota’s trust laws are the best in the country.

Delegated trusts allow the use of the family’s investment management team.

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2017 CONFERENCES & WORKSHOPS

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SUMMER 2016 WWW.PW-MAG .COM

ADVISING THE EXCEPTIONALLY AFFLUENT

PLUS

• WEALTH STRATEGIES FOR RICH IMMIGRANTS

• RAISING $25 TRILLION FOR A BETTER WORLD

• A PENNY-WISE INVESTMENT ALTERNATIVE

CLIENTS MAY HAVE BEEN THE REAL WINNERS WHEN ATLANTIC TRUST PRIVATE WEALTH MANAGEMENT WAS ACQUIRED BY CIBC.

A PERFECT UNIONJohn S. Markwalter, David L. Donabedian and Paulina Mejia of Atlantic Trust Private Wealth Management