Experienced professionals available to assist families, trust beneficiaries and professional advisors with matters related to trusts and intergenerational wealth transfer.



“It requires a great deal of boldness and a great deal of caution to make a great fortune, and when you have got it, it requires ten times as much wit to keep it.”

– Ralph Waldo Emerson

Wealth in families . . . a complex equation

Sadly, we all know of those instances where a parent or grandparent has left an inheritance which subsequently deadens the talents and energies of their loved one, and tempts them to lead a less worthy life than the parent or grandparent envisioned or intended.

Or, the trust beneficiary who suffers from “affluenza”, manifesting itself thru a false sense of entitlement and the lack of purposeful pursuits needed to cultivate self-esteem, self-worth, motivation, self-confidence, and/or personal identity.

Why is this?

As most families and heirs of means have worked with very skilled and competent estate and financial planners, the negative impact of receiving wealth most likely has little to do with the legal or financial tools that were / are in place. Instead, studies show, and common sense confirms, these unfortunate consequences are the result of these wealth related issues being left unaddressed from a “non-financial” perspective. Take a look at the daily tabloids and you will unfortunately see the negative consequence that ill prepared human and intellectual capital can have on material wealth.

Are you worried that your heirs’ lives may be adversely affected by the wealth which they are intended to receive?


Are you a trust beneficiary caught in a struggle over your inherited wealth?

If so, the Trustee Services Group can help.

Although each professional associated with the Trustee Services Group is gifted and experienced in their own way, we also understand the importance of collaboratively engaging those whose professional and personal skill set compliment the team in addressing these multifaceted and complex “wealth in family” issues.

The Trustee Services Group is an active member of the Purposeful Planning Institute thereby allowing access to the most comprehensive network of skilled professionals and consultants serving families of wealth and families in business.

The Trustee Services Group also has worked closely with The Heritage Institute, a national network of professional advisors who are trained and equipped to help families transition from success to significance.

Thus, with our collaborative approach, and thru our national network of experienced wealth mentors and coaching professionals, the Trustee Services Group is uniquely equipped to address any “wealth in family” issue, regardless of its nature or complexity.

Generally, ways which we may be able to assist:

  • Beneficiary Preparation
  • Estate Organization
  • Family Business Succession (Interpersonal focus)
  • Family Governance
  • Family Legacy Development
  • Family Philanthropy
  • Letter of Wishes / Letter of Testamentary
  • Multi-Generational Wealth Planning
  • Open Architecture trust design
  • Trustee / Beneficiary Relationship

If your wealth is causing issues within your family, the Trustee Services Group would be privileged to help.

  • Professional Advisors

    Trustee Services Group can help you incorporate trustee services, with your involvement, as an offering of your practice. For more specific information in this regard, please see the “Professional Advisor” section of our web site under your specific discipline (e.g. Attorney, CPA, Financial Professional).