If you’re an attorney, we want to work with you.
We are professional administrative trustees that focus on corporate and family trusts. We are problem solvers and a trusted resource to many. We are not financial planners nor are we investment advisors seeking to generate fees from your client’s trust assets.
When you work with The Trustee Group, we do our best to make you look good. Because our business is trust administration, we are a neutral third party and have no emotional stake at play. You, your client, and the trust will all be treated fairly and equally.
You can feel confident that we will provide a high level of professionalism. We have a well-honed skill set when it comes to estate management.
Rest assured, there is no conflict of interest as we work exclusively in the area of trust administration. We are not attorneys, therefore we do not offer legal advice; that is your job. We are not in the business of investing funds for our clients. We always refer our clients to trusted financial partners or work with their existing financial advisor.
We understand the importance of focusing on specific areas of expertise. We focus on trust administration and we team up with experts in their respective fields.
When appropriate, we work exclusively with financial advisors, attorneys, accountants, and other professionals with the skill sets that best serve the needs of our clients.
We view you, the referring attorney, with a great deal at stake: your reputation. We value that and strive to make your referral meaningful while making you look good. We would love to be your go-to resource when you are suggesting a trustee to your clients. That’s why building long-term, significant relationships with attorneys like you is so important to us.
Our clients are our number one priority; our relationships with our partners are a close second.
If you’re interested in learning more about partnering with The Trustee Group, contact Scott Yahraus at 310.552.5315 or use our Contact Form.