Professional Advisors

Committed to your continued involvement with your client’s trust wealth.

pro-advisors

PROFESSIONAL ADVISORS

At the Trustee Services Group, we understand the importance of a client’s professional advisor relationships. Thus, the Trustee Services Group is committed to the delivery of the appropriate “open architecture trustee service” ™ solution so that you can remain active and involved with your client family’s wealth.

Individual Trustee

Does your client need assistance serving as an individual trustee?

If so, the Trustee Services Group offers two ways to make your client’s life easier while serving as individual trustee.

  • Comprehensive Trust Accounting and Administration services; and/or
  • Consultative Fiduciary Support

When partnering with The Trustee Services Group your clients will experience the peace of mind and security which comes from being supported by experienced professionals whose sole focus is to help your clients successfully fulfill their privileged role as trustee. For more specific information as to how we may be able to help, please see the “Trustee Support” section of our web site.

Private Trustee

Is your client desiring the more personalized service and attention that comes from a Professional Trustee?

If so, the Trustee Services Group, with its open architecture model of fiduciary services, allows you and your client to select the desired private trustee, and design the appropriate “open architecture trustee service” ™ solution, thereby involving those who you and your client want to be involved in the oversight and management of their family wealth.

By engaging a professional trustee associated with the Trustee Services Group, you and your clients will enjoy an intellectually honest approach to trustee services, offering a natural platform for mutual accountability, devoid of conflicts of interest, and which provides you and your clients with access to the high-quality wealth advisors of their choosing. The result is a complete, client structured “best in class” trustee answer to your clients unique family and trust fiduciary needs. Through the Trustee Services Group, a family no longer needs to settle for anything less.

For more specific information as to how we may be able to help, please see the “Professional Trustees” section of our web site.

Corporate Trustee

Is your client in need of an “open architecture” corporate trustee that will allow your client to retain the wealth advisor of their choosing?

If so, the Trustee Services Group works with a number of select corporate trustees who embrace the “open architecture” model and understand the importance of allowing clients to decide who they want to be involved with their family’s trust wealth and benefits of keeping the family’s professional advisory team in place. If a corporate trustee is needed or desired, the Trustee Services Group will help you and your clients find the appropriate “open architecture” corporate trustee solution.

  • Is trust situs important?
  • Is your clients desired wealth manager with an Independent Advisory firm or a Traditional Brokerage office?
  • Does the governing trust document have directed trust provisions?
  • Delegated trust provisions?
  • What does the governing trust document require?

Answers to questions like these, coupled with our industry knowledge and “open architecture” experience, uniquely equip the Trustee Services Group to help you and your clients find the appropriate Corporate Trustee solution.

Trust Protector

As Trust Protector, are you looking for a trustee solution that will allow for you to more effectively and efficiently fulfill your oversight role?

If so, the Trustee Services Group’s secure online trust accounting platform allows you to view all trust account activity from anywhere, and at anytime.

The convenience of 24/7 account access, coupled with the “open architecture” involvement of those who your clients trust and respect in the management and oversight of their trust assets, delivers a level of accountability unsurpassed in the trust services industry. In fact, we believe so much in mutual accountability that we have specially designed trustee service offerings which fiscally address your involvement as the Trust Protector.

Trustee Issues

Is your client frustrated with their current Trustee?

If so, our intimate understanding of fiduciary responsibility and expertise in reviewing trust documentation allows for the Trustee Services Group to be particularly effective in moving existing trust assets to an “open architecture trustee service”™ structure. Thus, with our help, your client will be able to select who they want to be involved with the oversight and management of their trust assets.

In summary, whatever your desire or need, Trustee Services Group has the “open architecture trustee service”™ solution which allows for your clients to decide who they want to be involved with their family’s trust wealth.
  • 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