Trust Outsourcing and Consulting Solutions by Trust Industry Experts

Revzon Consulting Group provides customized outsourcing solutions and consulting services for trust companies and trust departments.

You have needs. We have solutions.

Massachusetts-based outsourcing and consulting since 1997.

Customized Outsourcing Solutions

The Revzon Consulting Group (RCG) provides customized trust front-office and back-office outsourcing solutions designed to help  meet your  business goals. We are different from the traditional outsourcing provider. With RCG you  stay in control of your business and we listen to you. We  work with you, the client, to develop the best outsourcing strategy. We can handle all of the operational tasks, or specific tasks. You decide.

See what makes us different.

Learn more about Trust Operations and Administration Outsourcing Services

Technology &
Trust Experience

RCG guides trust companies and trust departments through key operations functions such as IT systems procurement, day-to-day trust operations, regulatory compliance, examinations, and much more. With over 150 years of combined industry experience in many U.S. trust jurisdictions, helping clients navigate strict regulatory environments is what we do.
We combine modern technology solutions with age-old trust knowledge to assist clients meet their objectives in  our ever changing legal, regulatory, and financial world.

Learn more about Trust Consulting Services

"RCG has proven expertise in the wealth management operations field. Their work is accurate and timely. They developed an excellent rapport with our team, and their service delivery is consistent with customer expectations."

John Hamilton, President
Consulting Group, Inc.

Assisting More than Trust Companies

RCG delivers Trust Outsourcing and Consulting Services to more than traditional trust companies and departments. We can operate in the background as your strategic partner. Or, if helpful to you, we will support you in developing services for your clients.

Law Firms

Law firms have been providing trust services since the concept of trust evolved in the 12th century. Today firms continue to deliver trustee services and RCG will assist by offering proven trust solutions, outsourced administration, and system consulting. RCG offers services that can make the trust function a significant fee generator, and not just a client accomodation.

Wealth Managers and Financial Advisors: Client Retention and Fee Generation

Meeting your clients’ estate planning needs results in asset retention by your firm. Efficient and accurate delivery of trust services insures client loyalty and in turn  creates  a lasting and profitable relationship. Also cross-sell oportunities will be generated by that relationship. Expanding your service offering will generate more fee revenue, and RCG can help in that effort.

Broker-Dealers: Preserve and Protect Assets

Attract new business, lower tax liabilities, with enhanced asset protection by offering in-house trustee services. Wealthy clients demand optimized planning with asset protection. We can help you organize that.

Third Party Administrators (TPAs)

Since 1997 RCG has acted  as TPA for organizations sponsoring tax qualified retirement plans including 401(k), 403(b), 457 and Solo 401(k). We are TPA for over 100 plans ranging from 1 to 250 participants. Our open architecture allows greater choice and flexibility for your employees. Our fee structure is very competitive.

"I have worked with RCG for over 25 years and highly recommend them for any consulting or operational engagement involving wealth management. They are experts in every aspect of the trust and bank compliance industries. They have the skills, abilities, charisma and know-how to successfully manage complex consulting and operational engagements."

Art Ridolfi / Executive Sales Manager--retired
Thomson Reuters ONESOURCE Trust Tax