Prompted by the desires of materially successful families and their professional advisory teams to find a trustee services offering focused upon addressing the complex issues associated with meaningful wealth as opposed to imposing proprietary investment solutions, Trustee Services Group is intentionally different from the traditional institutional trust company. Trustee Services Group presents an independent, collaborative, customized and responsive Open Architecture™ service offering which allows for families to structure their own, best in class solution to address the complex and multi-faceted issues facing their family in the context of their wealth.
Over a Decade & Counting
Trustee Services Group History
Birth of TSG Open Architecture ™ Model
Advisory focus group results in launch of TSG as an independent association of private professional trustees.
Moves Office to Colorado Springs
Founded in Orange County, CA, TSG relocates to Colorado to better serve the expanding marketplace need for it’s services.
Expands to New Mexico & Florida
Independent professional trustees from New Mexico and Florida join TSG.
Offers Expert Witness Consulting
Through its hosting of national conference calls on trustee & estate fiduciary best practices, TSG expands its presence to Idaho and begins offering fiduciary expert witness consulting services.
Deepens Charitable Trust/Foundation Expertise
TSG affiliates with nationally recognized expert to enhance its charitable trust and foundation services.
Becomes Professional Services Company
To best assure clients the continuity of its services, TSG begins delivering trustee and estate fiduciary services as a professional services company.
Enhances Estate Settlement Services & "Human Capital" Resources
Due to increasing demand, TSG deepens its experience in estate settlement services and establishes Director of Human Capital Resources.
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