Trustee Services Group Information

The Trustee Services Group is a national network of professional fiduciaries, and professionals who serve trust beneficiaries. Our mission is to foster healthy trustee / beneficiary relationships. Specializing in the delivery of "Open Architecture Trustee Services"™ which allow the family / trust beneficiaries to engage the wealth managers of their choosing in the context of their family's trust wealth. Need assistance as an Individual Trustee? Looking for a Private Trustee? Require a Corporate Trustee? Desire oversight as a Trust Protector? Regardless of your role, need or desire, Trustee Services Group has your “open architecture” solution. Services provided for the following types of trusts: Family Trusts Charitable Trusts Special Needs Trusts Life Insurance Trusts Our Deliverables: • Consultative Services • Trust Administration Support • Professional Fiduciary Services • Trust Protector • Special Independent Trustee • Beneficiary Support • Family Office Outsourcing • Estate Review & Design • “Open Architecture” Corporate Trustee Solutions