Trustee Services Group, PLLC is a professional service company specializing exclusively in the delivery of “open architecture” TM trustee and estate fiduciary services.
Trustee Services Group’s “open architecture” TM model fosters – and encourages - clients to involve the financial advisors, attorneys, and accountants that they know and respect in the oversight and management of their trust estate. This results in a personally structured, “best in class” answer to the complex and diverse issues and responsibilities related to wealth, family and trusts.
We are Collaborative: with our clients regularly experiencing the benefits of our “open architecture”™ model.
Our services are Customized: designed around the goals, needs and desires of the family.
We are truly Independent: not tied or connected to any wealth management firm or other type of professional advisory practice.