Sterling Trustees

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Sterling Trustees company description

One-of-a-Kind Trust Administration Services Leveraging the Power of Independent Thinking Sterling Trustees is a privately held, South Dakota-chartered trust administration company. We provide independent trust management and trust administration services to high net-worth families, foundations and endowments. Our unbiased trust compliance services are focused on preserving assets for generations to come. As trustees, we never act as investment advisors. By separating these roles, we avoid conflicts of interest, maintain objectivity, and ensure asset growth for future generations. Your trust is meticulously managed by one of our highly experienced trust officers, using one-on-one communication, unmatched expertise and leading-edge technology to monitor performance. Unlike other firms, we only handle trust administration, not investment management. Your trust administration services are provided for a fixed fee. So you get the benefit of clear, conflict-free independent thinking that focuses solely on your needs. At Sterling Trustees, we stand apart from the others. And stand with you.

Key Employees

  • Antony Joffe
    Chairman
  • Maxx Hickey
    President
  • Ali Lennon
    Trust Operations Manager

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New team members of Sterling Trustees

Micade Shumway
Assistant Trust Officer
Sam Christensen
Assistant Trust Officer
Brianna Sturm
Senior Trust Officer
Kathy Gerash
Trust Officer
Jacob Rogers
Assistant Trust Officer
Cristian Lopez
Trust Officer
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