Trust Consulting Experts

Creating a trust company can be a daunting experience. If you have ever participated in a trust company "start up" then you know the issues concerning state regulations, legal, financial, and recruiting can be substantial. RCG has "been there and done that" and will assist, guide, mentor and give direction to achieve your goal of chartering a trust company.


With over 150 years of combined trust industry experience, Revzon Consulting is ready to assist and give direction to you and your team.

You have needs. We have solutions.
Free Consult

The Strategic Partner You Need

Having the personnel and capital to establish and operate a trust company or department is essential to your success. Maintaining efficient and compliant processes and operations requires experience and expertise. 

RCG benefits new and existing companies by understanding your objectives and applying our expertise to help achieve the goal your way.

Industry Professionals: We Work With Many

With over 150 projects under our belt, we have worked with many industry professionals. The list below includes the type of business who reach out regularly.

Trust Companies and Banks
Brokers/Dealers
Wealth Managers and Financial Advisors
TPAs
Law Firms
Mutual Fund and Pooled Asset Firms

Speak to a Trust Administration Specialist

Contact Us

Optimization Comes Naturally

The “how” is as important as “what” you do. We can help with both. Revzon Consulting will tailor solutions to meet your needs, always with scaling as a priority. We provide Consulting services over a broad range of trust issues including regulatory, operational, and systems and technology.

Optimization Specializations
Regulatory Review & Response
Trust Policy Development and Evaluation
Compliance 
Operation and Workflow Analysis and Optimization
Personnel Evaluation and Gap Analysis
Systems Procurement, Analysis, andOptimization
Trust Company Chartering

Practical tools

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Organization

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Filling the Gaps with Immediately Qualified Assistance

Need to go more than consulting? Revzon Consulting goes beyond consulting with Trust Administration and Back Office Outsourcing Services.

Learn More