Trust Administration Outsourcing
Typical Trust Administration Duties:
Revzon Consulting Group (RCG) integrates with your company’s policies and systems, executing trust administration responsibilities while adhering to your trust jurisdictions requirements and laws.
Speak to a Trust Administration Specialist
Extension of Your Team
We hope to be thought of as an extension of your team. RCG’s trust administration expertise can be seamlessly integrated in to your organization. We bring vast experience utilizing many trust accounting and administration platforms. Integrating with existing systems and processes is business as usual for our specialists.
Your Clients - Our Expertise
Our staff has the capability to handle all aspects of personal or corporate account administration from set up, documentation review, compliance, and on-going client communication. It is transparent to the client that our staff is remote; we use your letterhead, we use your email system, and phones are answered in your company name - the client thinks we're sitting in your office.
Increase Your Services Offering
Gaining trust administrative expertise allows you to offer more complex services, better serve your clients, and optimize their estate plans.
Clients turn to you for expertise with trustee services. Moreover, clients are trusting their legacies to you. From prompt distributions to timely account and trust document reviews, you will be able to service your trusts confidently, knowing that RCG is executing the often cumbersome duties associated with administering trusts.
Capture Fees. All of Them.
A common misconception of trust administration outsourcing is that a trust company throws away revenue for duties that they can take on independently. Outsourcing creates fee-generating processes that are often overlooked or missed because you don’t have the expertise to offer valuable services to your clients.
RCG will work with you in developing workflows that capture and automate fee coding and invoicing. Further, having Revzon Consulting Group as your strategic trust administration outsourcing partner may allow you to increase your service offering with solutions that many companies shy away from, such as Employee Benefit Trusts and Escrow Agent Services.
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