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
HOW WE SERVE
Executors and Personal Representatives
Special Independent Trustees
Life Insurance Trusts
Special Needs Trusts