Trustees Services Group has added several new members to its impressive team to facilitate the growth resulting from their expanded services and a commitment to serve their clients with excellence.
“When Trustee Services Group started over a decade ago, our goal was to be ‘intentionally different’ by delivering a customized, collaborative, and responsive professional fiduciary services Company that focused on helping families and their professional advisory teams successfully navigate the various complexities associated with generational wealth.” – Steve Marken, Founder and CEO
Since then, Trustees Services Group has had the privileged opportunity to deliver on their intended purpose by serving client families in the settlement of their estates while also collaboratively helping trust beneficiaries achieve those pursuits which provide meaning and purpose to their lives.
Because client service is their sole deliverable, TSG continues to invest in experienced professionals who are not only well-versed in law, finance, and tax matters but, most importantly, have a passion for serving people. The newest additions to the team include:
Joined TSG after 30 years in administration, organization, coordination, and leadership.
Founder Steve Marken shares, “It is an honor to welcome the quality individuals who have chosen to become part of the Trustee Services Group team. With the growth of our team, we remain well-positioned to continue to deliver our customized, collaborative, and responsive professional fiduciary services as we respond to the needs of clients and families as they look to successfully transition their wealth through the generations.”
Trustee Services Group presents an independent, collaborative, customized, and responsive Open Architecture™ service offering which allows for families to structure their own, best-in-class solution to address the complex and multi-faceted issues facing their family in the context of their wealth.
About Trustee Services Group
TSG was founded in 2009 with the mission to provide families and their professional advisory team a responsive, customized and collaborative “open architecture” model for Trustee services. Because TSG intentionally does not manage wealth but instead partners with the client’s chosen wealth advisor, TSG can better focus its services upon helping families and trust beneficiaries successfully navigate the various complexities of generational wealth. Although family legacy / dynasty trusts are a specialty, TSG serves as Trustee on all types of trusts including charitable trusts and life insurance trusts.
Estate Services Group (ESG) is a specialized division of Trustee Services Group that provides estate fiduciary services while serving as Executor/Personal Representative (Will), Successor Trustee (Revocable Living Trust) or Financial Durable Power of Attorney. Because the responsibilities of settling an estate are largely administrative and have little connection to estate value, ESG charges for their time while serving as estate fiduciary, as opposed to assessing a percentage fee against the estate. As many have found, the larger the estate the more cost-effective ESG services become.