PROFESSIONAL ADVISOR SERVICES
Serving the Family Together

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.

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.

We do 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 inter-generational professional advisor relationships with those who already know and understand their family.

TRUSTEE SERVICES
Overseeing client legacies while being responsible for the legal, tax and financial matters associated with trusts.
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ESTATE SETTLEMENT
Preserving the assets while settling the tax and financial affairs of the deceased for ultimate distribution to the estate beneficiaries.
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CONSULTING SERVICES
Sharing our unique experience to help you successfully resolve issues related to 1) inherited wealth; 2) trust & estate administration; 3) trustee conflicts.
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Our Collaborative Open Architecture™ Approach

TSG Open Architecture for Advisors
A Collaborative Partnership
Open Architecture Approach
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 more robust and customized offering of wealth management, and to better maintain inter-generational professional advisor relationships with those who already know and understand their family.
The knowledge and understanding of the client, and their family, which the advisor has collected through the years not only allows Trustee Services Group to best fulfill its responsibilities as trustee, but perhaps most importantly also uniquely positions the collaborative team to help the family successfully navigate through the complexities of wealth in family, while also ideally implementing the multi-generational legacy which the previous generation undoubtedly desired and envisioned.
TESTIMONIALS
What Our Clients Say About Us

We put relationships first and the rest follows. Advisory teams have been counting on us for 10 years to support their unique needs.

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We Are Here to Collaboratively Support Your Multi-Generational Client Relationships.