Stewarding family heritage
for the generations
Honoring family values
for the generations
Safeguarding family relationships
for the generations
Nurturing family achievement
for the generations

COLLABORATIVE | INDEPENDENT | CUSTOMIZED

At Trustee Services Group, PLLC we begin and end with the family . . . the goals, needs and desires in the context of the family trust or estate.

We realize it’s the family’s wealth and understand our privileged role. To best serve the family, we work collaboratively with the team of professionals who know, understand and have been selected by the family.

Although we intimately understand the tasks and responsibilities associated with trust and estate administration, our desire and passion is to help families and their advisory team successfully navigate the complexities of wealth and family so that all will ultimately come to understand and experience the wonderful gift of which they are a part.  

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

The Client/Family Centered Team

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.

WHO WE SERVE

Families

Professional Advisers

Foundations

HOW WE SERVE

Trustees

Executors and Personal Representatives

Trust Protector

Consultants

Special Independent Trustees

TRUST SPECIALTIES

Family Trusts

Charitable Trusts

Life Insurance Trusts

Retirement Trusts

Special Needs Trusts