South Dakota Trust Company (SDTC), A JTC Group Company, is delighted to sponsor the STEP Orange County conference.
STEP will be hosting its 13th annual Orange County conference from 11-12 February at Balboa Bay Club, Newport Beach, California. The event will bring together industry experts and professionals from around the globe to connect and share insights.
The conference will cover topics such as estate and gift tax updates, innovative strategies in private placement life insurance and the role of AI in our private client landscape. As well as these educational updates, the conference will also host panel sessions, Q&As and case-studies.
SDTC will have its own booth where our team will be available to meet with attendees. We invite you to visit our booth where we will be eager to answer your questions and demonstrate how SDTC and JTC can provide comprehensive support for all of your estate planning and trust administration needs.
Attending on behalf of SDTC is Co-regional Head of USA, Jim Paladino and Managing Director, Will Murphy.
ABOUT SDTC
Founded in 2002, and acquired by JTC in 2023, SDTC, as part of the global JTC Group, provides a full range of trust administration and estate planning services to high-net-worth and ultra-high-net-worth families and individuals worldwide. With over $165 billion in assets under administration, SDTC serves 120 billionaire and 430 centimillionaire clients, offering a truly integrated, global service.
ABOUT JTC
JTC is a publicly listed, global professional services business with deep expertise in private client, corporate and fund services. With a total of 37 offices worldwide, JTC has a strong presence in America with offices based in Austin, Boston, Delaware, Miami, New York, San Jose, South Dakota and St Louis.
JTC provides a range of trust and specialist services to high and ultra-net-worth families and individuals across the globe and currently administers c. $410m worth of assets.
