Trustee Services Group Email Format

Financial ServicesColorado, United States11-50 Employees

The Trustee Services Group operates as a national network of professional fiduciaries and support professionals who assist trust beneficiaries. Its core mission is to foster healthy relationships between trustees and beneficiaries by offering open architecture trustee services that enable families to work with wealth managers of their choosing within the context of trust wealth. The organization provides a range of fiduciary and administrative offerings, including consultative services, trust administration support, and specialized roles such as trust protector and independent trustee, aimed at family, charitable, special needs, and life insurance trusts. Serving clients across the financial services sector, the group positions itself as an open-architecture solution provider for individuals seeking various trustee arrangements—individual, private, corporate, or oversight roles—across domestic trust needs. Based in the United States, the company emphasizes flexible governance and support for beneficiaries, family offices, and professional fiduciaries navigating trust administration and governance.

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