Trust Administration Outsourcing
RCG has developed solutions that will enable any sized department to administer both
personal and corporate trust business . Our staff is prepared to meet your expectations
with service that is best practice, creative, and customized.RCG has experience navigating
trust laws and regulations in most state jurisdictions. So, wherever you are, we can help.
Typical Trust Administration Duties:
Revzon Consulting Group (RCG) becomes familiar with your company’s policies and systems, and will administer trust responsibilities the way you want them administered.
Speak to a Trust Administration Specialist
Extension of Your Team
We want to be thought of as an extension of your team, much like a remote employee. RCG’s trust expertise and knowhow can be seamlessly integrated with your organization. We bring to the table experience with 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 capacity 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 your expertise and experience. More importantly , 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 trust administration.
Capture Fees. All of Them.
Outsourcing generates time for you to consider additional business opportunities previously deferred because of time and expertise constraints. An outsourcing solution will afford you the opportunity to proceed.
RCG will work with you in developing workflows that capture and automate fee coding and invoicing. Further, having Revzon Consulting Group as your strategic outsourcing partner will allow you to increase service offerings with solutions that many companies shy away from, such as Employee Benefit Trusts and Escrow Agent Services.
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