TRUST SERVICES
A Better PLANNED PROJECT
The concept for forming our trust services alliance was a team effort. After meeting with local vendors and business service providers at a marketing expo, the Founders, Trustee, co-trustees wanted to create a business that vendors and marketers could consolidate business services.
The combination of services would help share the work and bring vendors together to provide a more cohesive solutions for each clients.
Teaming up with several vendors and business services providers in the area, the trustees formed The Trust Services Alliance, consisting of a project planning and business continuity service manager.
Each vendor is paired up with a complimentary roster of business services providers. Over the past decade, The Trust Services Alliance has covered many projects received from a wide network as sources of origination seeking fulfillment of project management, mergers, spinoffs, or unwinding a successful venture. Retirement and succession planning are a part of the motivation for some of the senior management’s exit strategy.
Our project planning and business continuity usually leads to many more referrals and opportunities!
Trustee
MBA Qualified
With a great talent towards business matters and drive to succeed, our Founders and Trustees have over 20 years’ in the trust and business before forming The Trust Services Alliance.
The founder discovered over the years that the never-ending process of “find project”, “finish project”, “repeat”, was disjointed and inconsistent among service providers. The Founder wanted to focus on the fulfilling client’s needs for estate planning and business continuity planning.
With a team of MBA’s, certifications in the insurance industry, and Information Technology, and Management Training, the Trustees have undertaken assignments for few corporate giants and and numerous A.M. Best rated and Fortune 500 companies.
“Providers of serious project and estate planning for leaders who are concerned about business continuity”
The TEAM
A Team You Can Rely On
The Trustee knows the trustees wouldn’t get a fraction of the things done the trustees wants to if it wasn’t for vendors awesome crew.
Lead Project Managers usually lead our client intake department, helping us find new clients in need of project planning and business continuity services.
Our Business Manager keeps our vendors and business services working while developing awesome estate planning.
Our Customer Success Team leads our exceptional our new client support team when a new batch of compliance requirements need to be communicated.
The Trust Services Alliance wouldn’t be as effective without our our highly-skilled team of vendors and business services providers.
Our vendors covering varied industries from accounting to manufacturing, our amazing vendors and business services provide can cover any industry for any business most anywhere in the world.
