A RESOURCE TO INSTITUTIONS
TRUMPLER WEALTH CONSULTING
works with bank trust departments, independent trust companies, and other banking consultants requiring specialized trust industry knowledge, dealing with a range of challenges including:
Strategic planning
Maximizing margins
Fee structures
Managing growth
Marketing planning and sales management
Managing risk
Establishing sound, useful and effective Fiduciary Policies and Procedures
Overseeing regulatory compliance
Public Relations and Crisis Management
Ensuring sound and consistent investment processes
Compliance
Governance
Acquisitions
M & A due diligence for fiduciary assets
Addressing structural issues regarding Systems, RIAs, Broker/dealers, ensuring
Efficiency
Economies of Scale
Consistency
Compliance