Trust and Estate Planning
Your Life’s Work is an Art Form.
Protect the Masterpiece.
Estate planning isn’t just about what you leave behind; it’s about the people and causes you move forward.
At Dakota Wealth Management, we believe your wealth is more than a balance sheet—it is a testament to your hard work, your values, and your vision for the future. Yet, without a sophisticated strategy, that legacy can be diluted by taxes, complicated by probate, or lost in family conflict.
We don’t just “do” estate planning. We architect legacies.
WHY THIS MATTERS NOW
Two out of three Americans do not have an up-to-date estate plan. For high-net-worth families, this oversight is a significant risk.
Every dollar removed from your taxable estate today is a dollar preserved for your heirs.
Ensure your business, your art, and your assets are managed exactly as you intended, even when you are no longer at the helm.
Keep your family’s private matters out of the public record of probate court.
A SEAMLESS BRIDGE BETWEEN FINANCE AND LAW
One of the greatest points of friction in wealth management is the gap between your Financial Advisor and your Attorney. Documents are often drafted in a vacuum, disconnected from your actual investment strategy.
Dakota Wealth Management closes that gap. We offer a flexible, collaborative approach to legal execution that fits your specific needs:
We can design the sophisticated strategies and draft the foundational documents. From there, we work hand-in-hand with your existing family attorney to ensure every “i” is dotted and every “t” is crossed within your broader legal framework.
If you do not have a preferred legal partner, or if you desire the ultimate in streamlined efficiency, we can serve as your attorney. By bringing the legal execution in-house, we ensure your estate plan is perfectly synchronized with your tax strategy and investment portfolio—all under one roof.
OUR EXPERTISE
We apply a blend of art and science to create sophisticated yet efficient strategies, including:
Moving assets to the next generation while minimizing 40% federal estate tax exposure.
Utilizing lifetime gifting and Family LPs to empower heirs today while maintaining centralized control.
Designing Charitable Remainder Trusts (CRTs) and lead trusts that turn your success into a lasting impact for the causes you love.
Ensuring your life’s work continues through buy-sell agreements and seamless leadership transitions.
Utilizing irrevocable trusts and LLCs to shield your family from future creditors and legal challenges.
“Death is not the end. There remains the litigation over the estate.”
At Dakota, we plan so your family doesn’t have to wonder.
Trust and Estate Planning for our clients are offered through Dakota Tax Services, a wholly owned affiliate of Dakota Wealth Management. Aligned with Dakota Wealth, Dakota Tax Services provides a boutique, customized experience for our valued clients.
