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.
Our Open Architecture approach offers clients a structured “best in class” answer to the complex 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.