Services Offered
​Private Trust Company Meeting Planning & Facilitation
We will plan and facilitate PTC and family board meetings if desired. Because of our experience in the family office space, Trust Bridge Group can provide consulting and back-office support for a client’s existing or planned family office operation. Many of the tasks typically managed by a family office could be facilitated by our team; we would operate as an extension of your family office.
Trust Administration
Trust administration involves the daily management and oversight of trusts to fulfill fiduciary duties. This includes accounting, beneficiary communication, compliance, document storage, and office support if needed. We also monitor trust activity to ensure alignment with governing documents and can serve as a trust protector upon request.
IUL (Index Universal Life)
Indexed Universal Life (IUL) Insurance
Protect your future while building wealth. Our IUL policies offer flexible, lifelong coverage with the potential for cash value growth linked to market indexes—without direct market risk. Enjoy tax-advantaged savings, adjustable premiums, and the ability to access funds for retirement, education, or unexpected needs. It’s protection with the power to grow.
