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 you meet your fiduciary business goals. We are different from the traditional outsourcing provider. With RCG you can stay in control of your business and we listen to you. We will work with you to develop the best outsourcing strategy, where 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 various industry areas such as IT systems, day-to-day trust operations, regulatory compliance, examinations, and much more. With over 100 years of combined industry experience within 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 help our clients grow in our continuously changing 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 Kluttz, President
SerVus Consulting Group, Inc.

Assisting More than Trust Companies

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

Law Firms

More and more firms are offering trustee services. Providing expert trust solutions and trust administration to your clients through outsourcing and consulting keeps you competitive while increasing revenue streams.

Wealth Managers and Financial Advisors: Client Retention and Fee Generation

Meeting your clients’ estate planning needs keeps assets with you. Your clients will not look to competitors for successive planning. Expanding your service offering will significantly generate more fee revenue.  

Broker-Dealers: Preserve and Protect Assets

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

Pension Service Providers (PSPs) and Third Party Administrators (TPAs)

Control account churn rates and increase your client lists by offering the services your clients seek. Brokers and referring companies will come to you knowing you provide comprehensive packaged solutions for their clients.

"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
Thomson Reuters ONESOURCE Trust Tax