Generational wealth can present a number of unique challanges.
Navigating the complexities of
Family and Wealth
- Will I ever be given a seat at the table and trusted to manage this wealth,
- Will I be entrusted with decison making or be dictated to?
- Do I agree with or want the future set before me?
- Who am I apart from the family wealth
- Can I measure up to the success that’s come before me?
Some wealth inheritors feel unheard, stripped of their autonomy, or gripped by self-doubt. Others face strained relationships, lack of trust, outside pressures, poor communication, and more. It can be difficult to find support because most people do not understand the experience of being in a family of meaningful wealth.
At Trustee Services Group, we understand.
We work daily with those in your same position who seek to address and overcome these unique challenges of generational wealth. That’s why we developed a database of resources to help you on your own unique journey.
Providing Resources to Empower Legacies
Elements of Generational Success
Navigate the tiles to learn more.
Your Family First
Intentionally Different Focus & Approach
Intentionally Different
We are collaborators. With our open architecture approach, we always work alongside your wealth advisor and chosen professional advisory team, not in opposition to them.
We are a boutique attorney-owned and operated, estate fiduciary and trustee services firm.
Our Focus
Family unity, not division.
Inherited wealth enhancing a life of meaning and purpose.
Our Approach
With our relational approach, we involve and equip the family in decision making regarding their generational wealth instead of an impersonal committee process.
Our Collaborative Process
A Family-Centered Team
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.
“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!
I so appreciate the resources Trustee Services has provided! I had started legacy letters already, and when one of my brothers became very ill, I was able in short order to send him a letter of appreciation and admiration, just a couple weeks before he passed away, and I am so glad I was able to tell him those things.
I really appreciate everything you [TSG] did for me. I certainly would not have been as kind and patient. Your professionalism and grace was above and beyond. I know I am lucky you are on my side. If not for you I am sure this would have turned into a conflict.
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INTENTIONALLY DIFFERENT
FOCUS & APPROACH