Trustee Services Group PLLC

Trustee Services Group was founded in 2009 with a mission to provide professional advisors and families a personal, customized approach that protects and enriches a multi-generational heritage.
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Description
Trustee Services Group is a professional service company specializing exclusively in the delivery of trustee and estate fiduciary services.

We understand that wealth and families is very complex. As families try to transfer wealth it can be an incredible blessing or, if done improperly, can be incredibly destructive. Often times a neutral third party is needed to come alongside the family's advisory team to provide guidance as families go through their wealth transition.

Our relational focus, and Open Architecture approach, helps families to successfully navigate through the complexities of wealth, family and trusts. We believe a family "legacy" is about more than just money.

Categories

Services
Trustee Services, Trust Transfers, Personalized Estate Design, Estate Settlement, Trustee Consulting Services

Hours of Operation
Monday 8:00 AM - 5:00 PM
Tuesday 8:00 AM - 5:00 PM
Wednesday 8:00 AM - 5:00 PM
Thursday 8:00 AM - 5:00 PM
Friday 8:00 AM - 5:00 PM

Languages Spoken
English