Trustee Services Group

Financial ServicesColorado, United States11-50 Employees

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

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