Open Architecture Trustee Services™

“Open” (adjective) – Not restricted to a group or category of participants

“Architecture” ar·chi·tec·ture (noun) - A unifying or coherent form or structure

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Open Architecture Trustee Services™ bring customization and convenience to the management, administration and oversight of your trust estate.

Open Architecture Trustee Services™ encourage a collaborative relationship among trust beneficiaries, trustees and the professional advisors of the client / family’s choosing in the delivery of trust fiduciary services.

By encouraging a collaborative partnership amongst those the family wants to be involved with their trust assets, the Open Architecture Trustee Service™ solutions of the Trustee Services Group offers a natural platform for mutual accountability with a personally structured “best in class” answer to the complex and diverse responsibilities of a trustee.

With its open architecture model of fiduciary services, the Trustee Services Group does not impose wealth management solutions or rigid models on our clients. Rather, we enable — and encourage — clients to involve the financial advisors they trust in the management of their trust assets. This enables clients to enjoy a more robust and customized offering of wealth management, and to better maintain intergenerational professional advisor relationships with those who already know their family.

The result of Open Architecture Trustee Services™ is willing, informed engagement of the trust beneficiaries instead of total dependency upon the often relationally distant “one size fits all” institutional trust model.

In summary, Open Architecture Trustee Services™ allow the family to design the trustee solution specific to their need and desire. Through the Trustee Services Group, a family no longer needs to settle for anything less.

Worksheet

  • Capabilities

    Transparency via online access

    State of the art user friendly trust administration software

    Court compliant Fiduciary accountings on demand

    Trust Specialties
    Family trusts
    Charitable trusts
    Special needs trust
    Life insurance trusts