Trust Outsourcing and Consulting Solutions by Trust Industry Experts

Law Firms

Law firms have been integral to trust services since the concept first emerged in the 12th century. Today, many continue to serve as trustees, upholding a long-standing tradition of fiduciary excellence. RCG supports this role by providing proven trust solutions, outsourced administration, and expert system consulting.  Our services are designed to elevate the trust function from a client courtesy to a strategic revenue generator—enhancing both client value and firm profitability.

Wealth Managers and Financial Advisors: Client Retention and Fee Generation

Meeting your clients’ estate planning needs helps your firm retain assets and strengthen client relationships. Providing efficient and accurate trust services fosters loyalty, resulting in long-term, profitable partnerships. These strong relationships also create valuable cross-selling opportunities. By expanding your service offerings, your firm can generate additional fee revenue — and RCG can help you achieve that growth.

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.