Trust Consulting Experts

Creating a new trust company is often daunting. Establishing a successful trust company presents its own challenges in an ever-evolving regulatory environment. Furthermore, finding experienced personnel that will immediately help you seems almost impossible.

With over 100 years of combined trust industry experience, Revzon Consulting is ready to assist you.

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 clients’ objectives based on vast experience in many trust jurisdictions.

Industry Professionals: We Work With Many

With over 150 projects under our belt, we have worked with various industry professionals. The list below is not exhaustive, but the industry professionals below reach out regularly.

Wealth Managers and Financial Advisors
Brokers/Dealers
Pensions Service Providers
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 optimize both. Revzon Consulting will tailor solutions to meet your needs, always with scaling at top-of-mind. Implementing dependable operational, regulatory, and systems consulting predicated on experience and results will save your company valuable time and capital while keeping your company compliant.

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

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.

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