Serving the
Trust Industry
for over 14 Years

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Full Turnkey and Management Service

Revzon Consulting offers you total consulting assistance to help you complete the licensing process. Plus, we can provide full middle office and back office support including:

  • Trust administration with accredited trust officers
  • Custodial services
  • Accounting and compliance services
  • On-demand web accessible trust accounting system

What You Can Expect

With the experienced guidance of Revzon professionals, you can generally be up and running with your advisor-owned trust company within six months, depending on your particular circumstances.

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What We Offer
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Advisors Institutional Services
  > Who RCG / Advisors services
    - Wealth Managers
    - Broker / Dealers
    - Pension Service Providers or TPAs
    - Law Firms
    - Mutual Fund Companies
   
  > Why Wealthy Clients Need a Trust    
  > Benefits
  > Services

TPA & Recordkeeping Services
   > Overview
   > 401(k), Profit Sharing, & Other
     Defined Contribution Plans
   > Solo 401(k), Keogh Plans
   > Private Label services

Project Management Services
   > Overview
   > 2-Day Workflow Assessment
   > Policies & Procedures
   > System Conversions
   > Vendor Searches
   > Merger/Reorganization Assistance
 
Trust Outsourced Services
   > Administration
   > Operations
   > Compliance
   > Customized

Other Services
   > Collective Funds
   > Compliance
   > Audit
   > Merger due-diligence
   > Personnel assessment

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© 2007 Revzon Consulting Group, LLC