🏛️ Independent Fiduciary Research Bureau

About South Dakota Strategies

Delivering rigorous statutory analysis, market intelligence, and chartered fiduciary rankings for family offices and estate planning attorneys.

Our Mission

South Dakota Strategies was established to provide transparent, unbiased statutory intelligence regarding South Dakota's premier trust laws. As coastal tax burdens rise and estate exemptions face ongoing legislative volatility, family offices and institutional advisors require verifiable data to execute decanting procedures, directed trust governance, and private trust company formations.

Core Research Standards

Editorial Bureau — Experience & Expertise

Eleanor Sterling, JD, TEP
Fiduciary Counsel · 18 yrs SD situs planning, STAT lead author. Member: STEP, SD Trust Association. Verified filings SD Division of Banking.
Author: SDCL 55-16, SDCL 55-1B · Profile
Marcus Vance, Esq. — Estate Planning
Sioux Falls. Decanting & migration (SDCL 55-57A, 43-5-8). Former NY Surrogate’s Court counsel.
Author: Q3 2026 Macro Report · Profile
David K. Thorne, CFA — Family Office CIO
$250M+ PTC governance under SDCL 51A-6A. Capital adequacy & directed-trust architecture.
Focus: PTC Rankings · Profile

All analysis is editorially reviewed by at least two bureau members and marked with last-reviewed dates, statutory citations, and court precedents. We disclose methodology and conflicts: no pay-for-rank, no referral fees hidden. See scoring methodology and privacy/terms.

How we maintain Authority & Trust

Editorial policy: Educational intelligence only — not legal/tax/fiduciary advice. Families should verify with licensed South Dakota counsel and a chartered trust company. Corrections: email bureau, we update within 5 business days and log revisions. Terms · Privacy