FAMILY SERVICES
We'd Be Honored To Come Alongside You

We understand, and value, the importance of family, and the role your trusted team of advisors has played in helping you navigate through life and crafting your financial legacy. Our Open Architecture model means that working with a trustee or professional estate fiduciary does not mean the end of long-standing relationships with those who already know and understand your family and desired legacy.

You built your family wealth working with those you respect and trust and you should expect nothing less when considering who will be involved in carrying out your legacy. This is exactly why we work alongside your team of advisors to ensure your beneficiaries enjoy the full benefits of the plan you designed and envisioned.

Of course, stewarding your legacy is about much more than taxes, accounting, and legalities. Success also requires navigating complex family dynamics, an equation that often becomes more complicated when money is involved. As the representative of your trust and estate desires, we stand firm when we believe you would have stood firm, and when to extend a helping hand to your loved ones, when your loving hand is most missed.

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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Your Wealth. Your Family. Your Legacy.

TSG Open Architecture for Families
A Collaborative Partnership
Open Architecture Approach
By encouraging a collaborative partnership amongst those you want to be involved with your family, trust and estate, Trustee Services Group’s Open Architecture™ approach presents a client structured “best in class” answer to the complex and diverse issues and responsibilities related to wealth, family and trusts.
With our Open Architecture model of trust and estate fiduciary services, Trustee Services Group does not impose wealth management solutions or rigid models on you and your family. Rather, we enable — and encourage — you to involve the financial advisors you respect and trust in the management of your trust estate. This enables you to enjoy a more robust and customized offering of wealth management, and to better maintain intergenerational advisor relationships with those who already know and understand your family.
The knowledge and understanding of you, and your family, which your trusted advisory team has collected through the years not only allows Trustee Services Group to best fulfill its responsibilities as trustee, but most importantly 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 you desire and envision.

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We Are Here to Help You Steward Your Family Legacy.