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