At Trustee Services Group, PLLC our desire is to help. We are happy to share our unique background and experience by consultatively supporting those who need assistance with:

  • Wealth in Family
  • Serving as Trustee or Estate Fiduciary
  • Resolving Trustee Issues

Wealth in family . . . a complex equation

Sadly, we all know of those instances where a parent or grandparent has left an inheritance which subsequently deadens the talents and energies of their loved one, and tempts them to lead a life less worthy than the one their parent or grandparent envisioned for them.

Too often, inherited wealth results in “affluenza”, manifesting itself thru a false sense of entitlement and the lack of purposeful pursuits needed to cultivate self-esteem, self-worth, motivation, self-confidence, and/or personal identity.

Why is this?

Studies show, and common sense confirms, these unfortunate consequences are the result of heirs being ill prepared in the areas of maximizing their human and intellectual capital, rather that lacking the financial tools necessary to become good stewards of their inheritance.

Are you worried that your heirs’ lives may be adversely affected by the wealth which they are intended to receive?
Are you a trust beneficiary caught in a struggle over your inherited wealth?

If so, Trustee Services Group can help.

Although each professional associated with Trustee Services Group is gifted and experienced in their own way, we also understand the importance of collaboratively engaging those whose professional and personal skill set compliment the team in addressing these multifaceted and complex “wealth in family” issues.

Trustee Services Group is an active member of the Purposeful Planning Institute thereby allowing access to the most comprehensive network of skilled professionals and consultants serving families of wealth and families in business.

Trustee Services Group has also worked closely with organizations like The Heritage Institute, 21/64 and other networks of professional advisors who are trained and equipped to help families transition from success to significance.

Thus, with our collaborative approach, and through our national network of experienced wealth mentors and coaching professionals, Trustee Services Group is uniquely equipped to address any “wealth in family” issue, regardless of its nature or complexity.

Generally, ways which we may be able to assist:

  • Beneficiary Preparation
  • Estate Organization
  • Family Business Succession (Interpersonal focus)
  • Family Governance
  • Family Legacy Development
  • Family Philanthropy
  • Letter of Wishes / Letter of Testamentary
  • Multi-Generational Wealth Planning
  • Open Architecture™ trust design services
  • Trustee / Beneficiary Relationship

If your wealth is causing issues within your family, Trustee Services Group would be privileged to help.

Assistance Serving as Trustee or Estate Fiduciary

Perhaps you’ve accepted the privileged role of trustee or estate fiduciary for a friend or family member. As if life wasn’t busy enough, these responsibilities are added to your regular personal and professional obligations.

You now find yourself responsible for the proper oversight and administration of the trust assets, guided only by a trust document filled with “legalese.” In your new role, you are held to a legal “fiduciary” responsibility to administer the trust correctly, while balancing the commonly conflicting interests of the current and remainder trust beneficiaries.

Overwhelmed? We can help.

Trustee Services Group offers two ways to make your life easier while serving as individual trustee or estate fiduciary.

  • Comprehensive Trust / Estate Accounting
  • Consultative Fiduciary Support

When partnering with Trustee Services Group, you will experience the peace of mind and security which comes from being supported by experienced professionals whose sole focus is to help you successfully fulfill your privileged role as trustee.

Our desire . . . to help you successfully serve. 

Resolving Trustee Issues

The role of trustee is multi-faceted and complex. Issues and concerns are certain to arise.

Are you or your client confused or frustrated with their current trustee relationship?

If so, our intimate understanding of a trustee’s fiduciary responsibilities, and expertise in reviewing trust documentation, allows for Trustee Services Group to be particularly effective in successfully resolving trustee related issues.

At the very least, this “as needed” consultative service allows you to better understand the complex and often confusing role and responsibilities of the trustee, as well how to better navigate the trustee/beneficiary relationship.

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