America’s Most Advisor-Friendly Trust Companies Showcase - Flipbook - Page 32
2026 ADVISOR-FRIENDLY TRUST COMPANIES
MIDWEST
TRUST
COMPANY
David Yost
President
Midwest Trust Company
5901 College Blvd, Ste 100 | Overland Park, KS 66211
www.midwesttrust.com
Since 1993, Midwest Trust Company has focused on delivering
fiduciary services with technical precision and practical insight. As
an independent, state-chartered trust company headquartered in
Overland Park, Kansas, we work alongside individuals, families, institutions — and more than 100 outside advisory firms — to administer
complex trust, retirement, and custody relationships with consistency and care.
At Midwest Trust Company,
exceptional fiduciary
service begins with putting
clients’ goals first. As an
independent, state-chartered
trust company, we partner
with individuals, families,
institutions, and more than
100 outside advisory firms
— including RIAs, banks,
third-party IRA administrators,
and trust companies — to
deliver integrated trust and
retirement solutions. Over the
past three decades, we have
developed deep expertise in
trust administration, directed
trustee arrangements,
custody for qualified
accounts, and complex
estate settlement. Our trust
officers work closely with
clients’ attorneys, CPAs, and
investment advisors to ensure
fiduciary oversight aligns
with the broader financial
strategy. We understand the
operational, regulatory, and
reporting demands that come
with multi-party relationships,
and we are structured to
support them efficiently.
Rather than replacing existing
advisors, we strengthen those
relationships — providing
consistent administration,
transparent communication,
and seamless continuity
across generations. Our focus
is practical, precise fiduciary
management designed to
protect beneficiaries and
support long-term wealth
stewardship.
Our team is deeply experienced in collaborating with third-party
investment advisors, banks, RIAs, trust companies, and custodians.
We understand the operational and regulatory nuances that come
with shared fiduciary responsibilities. Rather than replacing a client’s
advisory team, we integrate with it — coordinating closely with legal
counsel, tax professionals, and investment managers to ensure trust
administration aligns with the broader financial strategy. This advisorfriendly model allows us to provide disciplined oversight while preserving continuity in long-standing client relationships.
Midwest Trust provides personal and institutional trust administration, corporate trustee services, directed and delegated trust arrangements, charitable trust support, and custody solutions for IRAs
and qualified accounts. Our experience across more than 100 advisor relationships has given us practical insight into asset transfers,
probate avoidance strategies, distribution planning, tax reporting
coordination, and multi-party communication — particularly in situations involving complex family structures or specialized assets.
We are structured to support advisors as much as end clients. Our
processes are built for transparency, timely reporting, and operational efficiency, allowing investment professionals to focus on portfolio
management while we handle fiduciary administration. The result
is a collaborative framework that strengthens advisor relationships,
protects beneficiaries, and ensures continuity across generations.
At Midwest Trust, clients and advisors gain a trustee who understands both the legal responsibilities of fiduciary service and the
realities of modern advisory practice — a partner built to work within
your team, not around it.
STR AT E G I C F E AT U R E S
COMPREHENSIVE ESTATE
PLANNING FOR ULTRA-HIGHNET-WORTH CLIENTS
PHILANTHROPIC ESTATE
PLANNING
RETIREMENT ASSET
ESTATE PLANNING
CREATION OF ASSET
PROTECTION TRUSTS
SPECIAL NEEDS TRUST
FORMATION
DIGITAL ASSET ESTATE
PLANNING
ESTATE PLANNING FOR
BLENDED FAMILIES
SUCCESSION PLANNING FOR
FAMILY BUSINESSES
ESTATE PLANNING FOR HIGHNET-WORTH INDIVIDUALS
SUSTAINABLE ESTATE
PLANNING
FAMILY OFFICE
SERVICES
TAX-EFFICIENT PLANNING
FOR MAJOR TRANSACTIONS
FOUNDATIONAL ESTATE
PLANNING
32
New business contact:
David Yost
President
Phone: (913) 319-0367
Email: David.Yost@midwesttrust.com
Website: www.midwesttrust.
com/contact/
States chartered/licensed
in: Kansas Charter with Offices In: Arkansas, Colorado, Connecticut, Kansas,
Missouri, Nebraska, North
Carolina, Ohio, Tennessee,
Texas, and Washington
Average account size:
$2 million
Total assets (AUA): Over
$200 Billion across affiliates
Custodians supported: Most
major custodians including
Morgan Stanley, RBC, Fidelity,
and Schwab, among others.
Number of relationships
with advisors: 1,200+
Fees
Annual minimum fee: $5,000
Fee scale
(for delegated trust services):
$0.00 – $500,000 – 1%
$500,001 – $1,000,000 – 50 bps
$1,000,001 and up – 40 bps
Number of in-house
experts: 117 Associates;
87 Trust Officers; 37 JDs
(including 5 LL.Ms in Tax);
7 CFPs; 26 CTFAs; Average
professional experience of
over 24 years.
Trust accounting system:
FIS AddVantage
Supports directed trusts: No
Supports delegated
trusts: Yes
Typical timeframe for
acceptance of new trust:
Primary review within 24
hours
Marketing support includes:
Co-pitching, newsletters,
whitepapers, CE-accredited
educational programs,
presentations, brochures,
face-to-face meetings
