SERVICES
and our expertise
AND
FORTY-FIVE YEARS OF DIRECT EXPERIENCE COMBINED WITH A BROAD NETWORK OF TRUST INDUSTRY EXPERTS ENABLES TRUMPLER WEALTH CONSULTING TO PROVIDE A COMPREHENSIVE CATALOG OF
PERSONAL TRUST-RELATED CONSULTING SERVICES TO ITS CLIENTS
Long range Strategic Planning, its implementation and tracking
Turnaround Specialist
Marketing Planning and implementation
Sales Management, including hiring, compensation and pipeline tracking
Effective Human Resources Management, including hiring, training and team management
Build and motivate a Cohesive and Effective Team with a strong service culture
Budgeting and Balance Sheet Management
M & A Due Diligence on potential acquisitions
Evaluate viability of establishing a Private Label Trust Services (White Label Trust Services) capability
Efficient Account Acceptance, due diligence and onboarding
Efficient Process Management
General Fiduciary Compliance
Working effectively with Regulators, including preparation for exams/audits, both
National and State chartered
Expert Fiduciary Witness for fiduciary litigation matters
Crisis Management, both staffing and regulatory
Assessment of best State charters, and assistance in Application for a State Trust Charter
WE SERVE AS
A Professional Advisor, Coach and Mentor to Management and individuals
A Trusted Counselor to Personal Trust and Wealth Management senior management seeking to identify hurdles to maximizing growth
A Sounding Board - We listen first, then advise
Your Right Hand person there when you need
an unbiased opinion or recommendation
Your Confidante - someone to talk to when not sure if to buy what
others are trying to sell to you
A Fixer - we analyze and improve broken processes
Your Safety Net, providing Expert Advice to help avoid making bad decisions
Your Resource on Processes, Compliance and Regulatory concerns
A Crisis Manager, available to resolve staffing, public relations and regulatory issues