Trust Outsourcing and Consulting Solutions by Trust Industry Experts

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.