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ABOUT US
Helping Families Protect & Enrich Their Family Heritage
At Trustee Services Group, we understand an estate and family legacy is about much more than just money.

If done well, a family’s transfer of wealth becomes a generational heritage, enhancing the lives of others. If done improperly, the wealth can sadly prove to be more destructive than good.

Our experience, relational focus, and collaborative “Open Architecture™” approach, helps families successfully navigate through the complexities of wealth in their family.

A Trust Creator may desire an impartial professional Trust services organization like TSG to avoid relational strife within the family, or benefit from our professional expertise in handling the diverse responsibilities associated with a Trust. Or a Trust beneficiary may better thrive from our more customized, personal, responsive and client-centered process.

Whatever the need or desire, we would be privileged to serve you and help ensure your generational wealth is a blessing to those who receive it.

Steve Marken, J.D.
Founding Principal

Trustee Services Group - Steve Marken
A Meaningful Difference

Open Architecture Trustee Services

We begin and end with the family – the goals, needs and desires in the context of the family trust or estate. Our desire and passion is to help families, and their advisory team, successfully navigate the complexities of wealth and family. We’ve developed a model we call Open Architecture™ to best meet these needs.
What Makes Us Unique
Our Five Distinctives

Responsive

The family deals directly with decision makers instead of committees with whom the family may never have the opportunity to interact.

Family Focus

We exist to help families successfully navigate the complexities of family wealth, not just perform Trust administration.

Independent

To avoid any conflicts of interest, we do not offer investment management services and have no financial products to sell.

Customized

Together we develop a customized approach that will best suit the family’s needs.

Collaborative

We work collaboratively with the family’s team of trusted professionals.
Our Collaborative Process
A Family-Centered Team
Trustee Services
Trustee Services Colorado Springs
Trustee & Estate Fiduciary Services
What We Offer

We specialize exclusively in the delivery of trustee and estate fiduciary services.

Families

We understand the complex issues associated with meaningful wealth in families, and encourage families to structure their own, best in class solution to address the uniqueness of their family in the context of their wealth.

Professional Advisors 

We believe families generationally benefit from the continued involvement of their professional advisory team and collaboratively work with financial advisors, attorneys and tax professionals across the country in this regard.  

Foundations

We intimately understand the role and importance of philanthropy, and how such plays an integral role in legacy development and successful wealth transfer.

Our expertise and experience is in family wealth. In this regard, we serve in the following ways:

  • Trustee (Trusts)
  • Executor and Personal Representative (Will)
  • Agent for Financial Affairs (Power of Attorney)
  • Trust Protector
  • Special Independent Trustee
  • Consultant
  • Expert Witness

Although attorneys may have their own special names for various trusts, we have experience with most all. Below is a listing of the general types of trusts on which we serve as trustee:

Family Trusts:  Both revocable and irrevocable, where assets are held and dispersed in accordance with specific distribution provisions usually for the benefit of family.

Charitable Trusts:  All types of charitable remainder trusts and charitable lead trusts.

Family Foundations:  Trusts designed to secure the philanthropic legacy of the founder and the founder’s family.

Life Insurance Trusts:  Irrevocable trusts which own life insurance for the benefit of others.

Retirement Trusts:  Specially designed trusts which facilitate the “stretch” of inherited IRA accounts while also coordinating distributions with the provisions of a family trust.

Special Needs Trusts:  A specialized trust allowing a disabled beneficiary to receive income without reducing their eligibility for public assistance disability benefits.

Request a Free Consultation

Let’s explore how we can work together to meet the needs of your family or client.

TESTIMONIALS
What Our Clients Say About Us

We believe our client association should be based upon a trusted partnership as opposed to an imposed relationship. We put relationships first and the rest follows. Advisory teams and families have been counting on us for more than 10 years to support their unique needs.