Vorsatz to Speak at South Dakota Trust Company Fall Forum
South Dakota Trust Company LLC (SDTC) is a national boutique trust company headquartered in Sioux Falls, South Dakota. SDTC's business is designed to accommodate the needs and desires of wealthy clients, both domestically and internationally, providing "flexible, cost- effective, service-oriented trust administration" in the #1 rated domestic trust jurisdiction. SDTC’s focus is to serve families’ individual goals, while preserving family wealth in perpetuity.
Mark Vorsatz, will speak on the deductibility of investment management fees at SDTC’s 2013 Fall Forum which will take place October 7-9, 2013 at The Lodge at Deadwood, located in historic Deadwood, South Dakota. This forum will have a mix of socializing, networking, and additional content including presentations on trustee duties and responsibilities, sustainable philanthropy and a panel discussion on best practices.
Mark Vorsatz is Managing Director and Co-Founder of WTAS and has served as the Chief Executive Officer since the firm’s inception in 2002. Mark works exclusively with individuals in the design and implementation of customized income tax and estate planning solutions. His client base is limited to founders and/or substantial shareholders of public companies, owners of closely held businesses, and high net worth family groups. He focuses on preserving wealth for multi-generational families.
October 7-9, 2013
Deadwood, South Dakota