PANDOTREE TRUST COMPANY

About Us

Pando is one of the oldest and largest organisms on Earth, a colony of quaking aspen estimated to be over 80,000 years old. While spanning 106 acres and over 40,000 trunks, Pando grows from a single root system. Generations of growth connected by a single source.

Families aspire to the same attributes as the Pando colony: longevity, sustainability and connectivity. PandoTree Trust Company was founded to help wealthy families achieve those goals.

Operating under some of the most favorable state tax and trust laws in the country, PandoTree Trust Company was formed in direct response to the unique needs and goals of the client families of our parent companies, TFO Phoenix and TDC Investment Advisory. Together, we can combine flexible, customized, and highly personalized service with our deep expertise in helping to solve the challenges wealthy families face.

TDC Investment Advisory (TDC) is a wealth management firm built to help families and businesses define and achieve their unique goals. The firm’s experienced team combines this focus of aligning each client’s wealth, goals, and values with an academically-based investment philosophy, portfolio development, and a fiduciary standard of care. Together, TDC strives to provide the advice, resources, and education they believe families need so they may focus on what is most important in their lives.

TFO Phoenix’s mission is empowering families to succeed by Connecting Wealth and Purpose®. TFO Phoenix helps wealthy families identify what they want to accomplish with their wealth and how to best achieve those goals. The firm’s approach begins by listening to clients communicate about who they are and what’s important to them. The team at TFO Phoenix then uses their expertise in investing, income taxes, estate planning and family office services to build and implement plans to help clients’ wealth endure life’s inevitable transitions.

Board of Directors

PandoTree Trust Company was founded by professionals with decades of experience advising wealthy families and family offices. We strive to ensure the families we serve feel secure knowing our personalized service, objectivity, and deep expertise will allow their wealth to serve both current and future generations.

Chris Erblich
Chris Erblich

Director & President

Chris Erblich

Director & President

Cleves Delp
Cleves Delp

Director

Cleves Delp

Director

Donald Scott
Donald Scott

Director & Vice President

Donald Scott

Director & Vice President

Scott Horn
Scott Horn

Director

Scott Horn

Director

Brady Fineske
Brady Fineske

Director

Brady Fineske

Director

Matt Tobin
Matt Tobin

Director

Matt Tobin

Director

Why South Dakota

A Unique Advantage for Wealthy Families

South Dakota was one of the first states to allow a trust to endure perpetually. While other states have followed suit, South Dakota’s modern trust and privacy laws, coupled with the advantages of no state income tax, capital gains, dividend/interest or tangible tax, distinguish it from other dynasty states. PandoTree Trust Company allows families to access all the benefits of South Dakota, including most of the unique and creative trust strategies for the wealthy, without the necessity of having the family reside in the state.

modern trust law

South Dakota’s flexible and modern trust laws make it a very attractive jurisdiction for trusts and sophisticated estate planning.

modern trust law
Tax efficiency

Tax laws are not the same in every state. South Dakota has no state income tax and offers many other advantageous tax law provisions.

Tax efficiency
DYNASTY TRUSTS

Many states require a trust to have a specific termination date, while South Dakota allows trusts to continue in perpetuity.

DYNASTY TRUSTS

Contact Us

Our team stands ready to answer any questions you may have.

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