Professional Objective Trustees
The Trustee Group are professional trustees who offer our clients personal professional trust administration that is not available from larger institutions.
We are objective experienced trustees and we offer unbiased fiduciary services to our clients. We are not investment professionals and we do not sell investment products or services. Instead, we focus on managing the trust document objectively and conservatively. We work with experts to help us protect and grow the assets in your trust.
While other trust companies may offer asset management as part of their trustee services, we find that these companies have a primary focus of obtaining a fee for managing your money. We believe that remaining an impartial fiduciary is the best way to truly look out for our clients.
- We engage professional investment specialists and asset managers whose sole focus is to keep your assets safe and growing.
- We engage professional tax accountants to make sure your tax burden is minimized.
- We engage the right professional for the right task.
We Focus on Our Clients
Our focus remains trust administration and trust management. We do not dilute our focus, but engage appropriate professionals to assist our clients.
Because we have a full office staff, that includes accountants, attorneys, and real estate experts, we are able to offer our clients what they need. We are flexible with our meeting schedules and are available for our clients when they need us.
We prioritize our clients and pride ourselves in personal responsive service. We make sure we are available to respond to any questions, comments, or concerns that our clients have. We don’t have an overseas help center; we speak with our clients directly.