We put relationships first and the rest follows. Advisory teams have been counting on us for 10 years to support their unique needs.
PROFESSIONAL ADVISOR SERVICES
Serving the Family Together
We understand, and value, the important role you’ve played in the counsel, oversight and management of your client’s wealth. More than that, we appreciate the intimate understanding you’ve gained of the families you serve.
When you partner with Trustee Services Group, you have a noncompetitive partner whose platform is designed specifically to enable your clients to benefit from your trusted counsel and relationship.
Our Open Architecture approach offers clients a structured “best in class” answer to the complex issues and responsibilities related to wealth, family and trusts. We do not impose wealth management solutions or rigid models on our clients. Rather, we enable, and encourage, clients to involve the financial advisors they respect and trust in the management of their trust assets. This enables clients to enjoy a robust and customized offering of wealth management, and to better maintain inter-generational professional advisor relationships with those who already know and understand their family.
TRUSTEE SERVICES
Overseeing client legacies while being responsible for the legal, tax and financial matters associated with the trusts.
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Preserving assets while settling tax and financial affairs for ultimate distribution to the estate beneficiaries.
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Helping you successfully resolve issues related to 1) inherited wealth; 2) trust & estate administration; 3) trustee conflicts.
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Our Collaborative Open Architecture™ Approach
A Collaborative Partnership
Open Architecture Approach
By encouraging a collaborative partnership amongst those the family wants to be involved with their trust and estate assets, Trustee Services Group’s Open Architecture approach offers a client structured “best in class” answer to the complex and diverse issues and responsibilities related to wealth, family and trusts.
Trustee Services Group does not impose wealth management solutions or rigid models on our clients. Rather, we enable — and encourage — clients to involve the financial advisors they respect and trust in the management of their trust assets. This enables clients to enjoy a more robust and customized offering of wealth management, and to better maintain inter-generational professional advisor relationships with those who already know and understand their family.
The knowledge and understanding of the client, and their family, which the advisor has collected through the years not only allows Trustee Services Group to best fulfill its responsibilities as trustee, but perhaps most importantly also uniquely positions the collaborative team to help the family successfully navigate through the complexities of wealth in family, while also ideally implementing the multi-generational legacy which the previous generation undoubtedly desired and envisioned.
TESTIMONIALS
What Our Clients Say About Us
“I’ve been privileged to work with Steve Marken and see him serve as a Trustee of complex trusts with potentially difficult family dynamics. He is an expert communicator and mediator that looks out for the best interests of everyone involved.”
“As a local estate planning attorney, I frequently refer clients to Trustee Services Group. I constantly receive positive feedback from my clients, who love TSG’s relationship-based approach and effort to use inheritances to enrich rather than ruin beneficiaries’ lives. As a professional, I appreciate their understanding of fiduciary responsibilities and knowledge of the important legal and tax issues involved with each plan.”
“I’ve been helping people with complex trust planning for nearly 30 years and searched long and hard for a truly independent trust service provider that understands the technical aspects of the planning, and the relational and emotional issues as well, and found a perfect match with TSG. They have given me a tool that has come in handy for many ‘right fit’ situations. I am thankful I met Steve and his group when I did. Their services help set us apart in our planning.”
"Steve made it a priority to get to know me and my goals, so that he fully understood how he and his team could help. Today, tomorrow, and 10 years down the road. We're extremely fortunate to have Trustee Services Group in our corner. The level of service is unparalleled. It's the genuine care -- the sincere interest in my life, though that has solidified our relationship. Steve has personally helped me define short- and long-term goals -- not only for my finances, but also for my life."
"Having no one to leave any of my worldly goods to, when I was making out a new will, my attorney told me about Trustee Services. You hire them to be your "family member" who takes care of your wishes. It's better than actual family, since you don't have to feel like you are imposing on them. Steve and his team do a wonderful job and make you feel like you are part of their family. A great weight was lifted off my shoulders when I signed up with them. I no longer feel alone."
There are absolutely NO firms like you . . . anywhere in Florida; honestly, very few around the United States!
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