All associated with the Trustee Services Group share a common calling . . . to use our professional background and experience to serve families in the oversight of both their material wealth as well as their most treasured asset, the family’s human capital.
Steve is a nationally recognized expert and consultant to wealth managers throughout the country, adept at overseeing estate plans that holistically and multi-generationally integrate a family’s financial (material), human (people) and social (philanthropic) capital. With an accomplished professional background in law, tax, finance and philanthropy, Steve is privileged to share his diverse background and experience while serving families and professional advisors throughout the country.
Tim is privileged to share over two decades of broad-based legal experience with families and their advisors. Serving as both in-house and private counsel to entrepreneurs, his legal experience is focused on development of the intellectual, physical, and human assets needed for success; as well as strategic management, budgeting and tax planning necessary to carry those assets into the future.
Mary Sue serves as client care manager for Trustee Services Group. A native of Colorado Springs who was raised in an entrepreneurial family, Mary Sue has personal experience in managing family trusts and possesses an intimate understanding of an estate beneficiary’s perspective. With a business degree from the University of Colorado, Mary Sue is excited to share her personal and professional experience in serving the clients of Trustee Services Group with their estate / trust administration.
Valerie oversees trust administration on behalf of the Trustee Services Group. Trained on trust accounting by AccuTech University, Valerie learned the importance of detail and account reconciliation while serving as the trade assistant for the fund managers at Pacific Investment Management Company (commonly known as PIMCO), one of the largest active global fixed income managers in the world.
Thanks to his extensive and distinguished background in Foundations and charitable tax planning, Garland has had the privilege to work with and counsel hundreds of families as navigate the complexities of family wealth. As the inaugural President of The National Christian Foundation- Orlando, Garland also brings a faith perspective to his counsel and work.
With over 30 years of fiduciary experience, Steve has overseen the management of perhaps every type of estate asset and is commonly called upon by attorneys and financial professionals to assist in the design and oversight of estate plans for high net worth clients and those with unique family circumstances. Steve shares his extensive background as a consultative mentor to trustees and serves on a national basis as an expert witness on fiduciary related controversies.
Throughout his career, Gregory A Schupra has educated and assisted thousands of people and their advisors in creating legacies leaving more than $1 billion of accumulated wealth. Mr. Schupra brings an uncommon and practical perspective to his work by insuring that the client’s personal and philanthropic values, visions, and goals align with the administration of their plan.
With a broad background and experience in working with families and business owners, Rick synthesizes tools and perspectives from a variety of disciplines to help clients discover and achieve their personal life goals. A management expert who also offers interpersonal relationship coaching, Rick uniquely brings both ‘left and right brain” skills to the clients he serves.