The Trustee Services Group is a national network of professional fiduciaries, and professionals who serve trust beneficiaries. 

Our mission is to foster healthy trustee / beneficiary relationships.

Specializing in the delivery of "Open Architecture Trustee Services"™ which allow the family / trust beneficiaries to engage the wealth managers of their choosing in the context of their family's trust wealth. 

Need assistance as an Individual Trustee?

Looking for a Private Trustee?

Require a  Corporate Trustee?

Desire oversight as a Trust Protector?

Regardless of your role, need or desire, Trustee Services Group has your
“open architecture” solution.

Services provided for the following types of trusts:

Family Trusts
Charitable Trusts
Special Needs Trusts
Life Insurance Trusts

Our Deliverables:

•	Consultative Services
•	Trust Administration Support
•	Professional Fiduciary Services
•	Trust Protector
•	Special Independent Trustee
•	Beneficiary Support
•	Family Office Outsourcing
•	Estate Review & Design
•	“Open Architecture” Corporate Trustee Solutions

Trustee Services Group

Steve Marken

This department manages client assets and administers trusts and estates.

Trustee Services Group

Org chart

Teams

Fiduciary Services

Offices

Trustee Services Group

Org chart

Teams

Fiduciary Services

Offices

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