SERVICES

and our expertise

 
 
 
 





 

IDENTITY/BRAND DEVELOPMENT
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

 

Crisis Manager, available to resolve staffing, public relations and regulatory issues