YOU CALL IT A MULTI-GENERATIONAL CLIENT RELATIONSHIP

WE CALL IT OPEN ARCHITECTURE™ TRUSTEE SERVICES

We understand, and value, the important role you’ve played in the counsel, oversight and management of your client’s wealth. More than that, we appreciate the intimate understanding you’ve gained of the families you serve. When you partner with Trustee Services Group, you have a noncompetitive partner whose platform is designed specifically to enable your clients to benefit from your trusted counsel and relationship.

OUR COLLABORATIVE OPEN ARCHITECTURE APPROACH

The Client/Family Centered Team

TOGETHER SERVING THE FAMILY

By encouraging a collaborative partnership amongst those the family wants to be involved with their trust and estate assets, Trustee Services Group’s Open Architecture approach offers a client structured “best in class” answer to the complex and diverse issues and responsibilities related to wealth, family and trusts.

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 respect and trust in the management of their trust assets. This enables clients to enjoy a robust and customized offering of wealth management, and to better maintain intergenerational professional advisor relationships with those who already know and understand their family.

Access to the advisor’s knowledge and understanding of the client family, not only allows Trustee Services Group to best fulfill its responsibilities as trustee, but also uniquely positions the collaborative team to help the family successfully navigate the complexities of wealth in family. The result is the fulfillment of a multi-generational legacy which the previous generation undoubtedly desired and envisioned. 

We are Collaborative: with our clients regularly experiencing the benefits of our Open Architecture model.

Our services are Customized: designed around the goals, needs and desires of the family.

We are truly Independent: not tied or connected to any wealth management firm or other type of professional advisory practice.

We are Trustee Services Group, and would be privileged to be of service to you.

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