America’s Most Advisor-Friendly Trust Companies Showcase - Flipbook - Page 37
2026 ADVISOR-FRIENDLY TRUST COMPANIES
STERLING
TRUSTEES
Antony Joffe
Chairman
Sterling Trustees
101 S Phillips Ave, Ste 509, Sioux Falls, SD 57104
www.sterlingtrustees.com
Sterling Trustees is a boutique independent South Dakota chartered
trust company providing trust and administration services to highnet-worth and ultra-high-worth families worldwide. The company currently administers over $11.5 billion of client trust assets across 500
trusts and 200 families around the world.
Sterling Trustees’ business model is built on the premise that a
trustee should not act as an investment advisor. By removing this
conflict, clients can engage investment advisors offering superior
service and returns. This also removes the distribution bias inherent
in most bank trust companies while lowering the total costs of
administering the trust.
Antony Antony is the
Chairman of Sterling Trustees
LLC and oversees Sterling’s
vision and mission. He
has over 19 years of trust
industry operating experience
and has led the growth of
Sterling to over $11 billion of
assets under administration.
Antony is the co-founder and
Board member of WealthHub
– a software application built
on Salesforce to streamline
trust administration. Antony
is also the cofounder and
former president of the South
Dakota Trust Association –
an association created to
represent the South Dakota
Trust industry.
Prior to joining Sterling,
Antony spent 15 years in the
financial services industry
in various roles including
President of a Pennsylvaniachartered trust company.
As Vice President at
Janney Montgomery Scott’s
investment banking group,
he worked with emerging
growth companies to
complete public and private
equity offerings, mergers and
acquisitions transactions,
valuations and other financial
advisory work. Antony started
his career as an auditor in
the Business Advisory Group
at Coopers & Lybrand. He
earned his MBA in finance
from Temple University
and his bachelor’s degree
in accounting from Emory
University.
Sterling has deep expertise in working with multi-generational
families that are looking for an independent trustee. The company
is also highly experienced in cross border trust work including
domesticating trusts from foreign jurisdictions. Today Sterling
Trustees has clients in 25 different countries around the world.
Sterling’s growth over the last 19 years has been driven by its
investment in technology, including WealthHub, which is a cloudbased trust administration platform built on top of Salesforce. This
platform allows our trust officers to automate and better manage
all the daily tasks of being a trust officer, from onboarding a client,
distributions, investments reviews and monitoring investment advisor
performance. Sterling’s proprietary client portal, SterlingConnect,
allows clients to monitor their trust portfolios in near real time across
multiple custodians. This efficiency allows us to spend more time
servicing our clients.
The business has been built through client referrals and relationships
with centers of influence, including respected law firms and
investment advisors around the world. Sterling Trustees will act as
both a directed and delegated trustee.
STR AT E G I C F E AT U R E S
COMPREHENSIVE ESTATE
PLANNING FOR ULTRA-HIGHNET-WORTH CLIENTS
INTEGRATING ADVISORS IN
TRUST MANAGEMENT
SUCCESSION PLANNING FOR
FAMILY BUSINESSES
CREATION OF ASSET
PROTECTION TRUSTS
SUSTAINABLE ESTATE
PLANNING
CROSS-BORDER
ESTATE PLANNING
TAX-EFFICIENT PLANNING
FOR MAJOR TRANSACTIONS
ESTATE PLANNING FOR
BLENDED FAMILIES
U.S. ESTATE AND TAX
PLANNING FOR
NONRESIDENT ALIENS
ESTATE PLANNING FOR HIGHNET-WORTH INDIVIDUALS
37
New business contact:
Antony Joffe
Chairman
Phone: (605) 893-8950
Email:
ajoffe@sterlingtrustees.com
Website: Sterling Trustees |
Antony Joffe
CONTACT
States chartered/licensed
in: South Dakota Chartered
Average account size:
$20 million
Total assets (AUA):
$11.5 billion
Custodians supported: 35
including Schwab, Fidelity,
Morgan Stanley, Ameritrade
Number of relationships
with advisors: 100 plus
Fees
Fixed fee based on size
and complexity of trust
administration
Annual minimum fee: $7,500
for Directed; $10,000 for
Delegated
Fee scale (directed and
delegated trust services):
Fixed Fee
Number of in-house
experts: 6 Lawyers, CFTAs
and CPAs
Trust accounting system:
Broadridge & WealthHub
Solutions
Supports directed trusts: Yes
Supports delegated trusts: Yes
Typical timeframe for
acceptance of new trust: 72
Hours
Marketing support includes:
Marketing through attorneys,
investment advisors and
accountants; trade shows;
referrals from existing clients
