TWC at work

“People do not care how much you know until they know how much you care.”

                                         Teddy Roosevelt                                        

C-level

Wealth Management Executive

30 years

of perfecting professional skills, 

enhancing trade knowledge 

and building Resource Network 

in all disciplines:

Trust Administration

Trust Accounting Systems

Trust Custody and Operations

Trust and RIA Compliance

Marketing and Sales

Trust M & A and Due Diligence

Crisis Management

 

US Navy pilot and retired Navy Captain

void of fatal mistakes

 

System analyst and programmer

foolproof processes

Philosophy Studies

critical thinking

Turned around

5 trust companies and 2 non-profits

 

 

"Dick Trumpler never fails to offer well thought out advice delivered with

honesty and authenticity,

 the key attributes of a good consultant.  

His integrity combined with deep experience and knowledge as  leader in the trust industry have been valuable in providing us with solid,

beneficial guidance and counsel."

                                                         

Ed Crooks, Chairman

 Brandon Crooks, President/CEO

Counsel Trust Company

“It has been my distinct pleasure to work with Dick Trumpler over several years while he was with NY Private Trust Co, and most recently as a consultant. His business acumen, insight, diligence and professionalism make our relationship one of my most valued, and his personality has resulted in a friendship that transcends business.”

Louis W. Pierro, Esq

Founding Partner

 

 

 

"I have had the opportunity to work with Dick Trumpler for nearly a decade, first in his capacity as CEO of NewYork Private Trust and then as an independent consultant.  

Dick has always been exceptional at serving our mutual clients and brings a wealth of professional and industry insights to bear in his consulting practice.

 It is a pleasure to work with Dick and to call him a friend."

 

Diana L. Salter

 Founding Partner

 Northstar Capital Management

 New York City

"Having worked for Dick, I know first hand that his industry knowledge is unmatched.  

His application of that knowledge is efficient and precise.  He approaches every situation with professionalism and grace and a certain charm that is hard to come by these days."

Trust executive and former colleague, New York City

Manage by Inclusion

high level of communications to ensure everyone feels valued and can "buy in" to pending changes

Thrive on a Positive Attitude

always kindness and respect. A positive attitude exceeds any other trait for achieving success and fulfillment.

Stay Focused

in an age of multi-tasking and constant distractions, focus is a rare commodity which is essential to success

Treat Everyone Equally

regardless of position or role,

with respect and kindness

Be Patient 

yet balance patience with the need

to meet goals and objectives

Maintain Integrity

avoid multiple agendas and duplicity