North Point was founded in 1999 at the request of clients who wanted the owners of North Point to be trustee of their South Dakota trusts.
Now in its twelfth year, it serves as trustee for over 100 trusts.
North Point is affiliated with a CPA firm whose personnel are CPAs and former CFOs and controllers.
The officers of North Point have been trained in Cannon Financial Institute courses and other relevant programs.
The philosophy of the trust company is that it has a fundamental fiduciary duty to effectively and regularly communicate with all parties to a trust including the person that creates the trust, the trust’s beneficiaries, and the key advisors of these individuals.
The people of North Point have extensive experience in the creation and management of sophisticated “legacy” or “dynasty” trusts. North Point has become trustee for numerous trusts where the prior trustee was unable to understand and manage the various elements of a sophisticated trust and estate plan.