Trumpler Wealth Consulting

About Trumpler Wealth Consulting

Capitalizing on 48 years in the wealth management arena, of which 46 years was in trust department management with 20 years at the "C" level, Trumpler Wealth Consulting LLC now provides consulting services to trust companies, investment advisory firms, boards of directors and fiduciary litigation attorneys. Specialists in setting up and managing a private label trust services offering (PLT), the firm has a broad knowledge of P & L’s, cash flows, investments, and trust company mergers and acquisitions. Trumpler Wealth Consulting is available also as an executive coach to both individuals and companies. EXPERTISE AND SERVICES • Long range Strategic Planning and tracking • Marketing Planning and implementation • Effective Human Resources Management, including hiring, training and staff management • Sales Management, including hiring, compensation and pipeline tracking • Budgeting and Balance Sheet Management • M & A Due Diligence on potential acquisitions • Evaluate viability of establishing a Private Label Trust Services (White Label Trust Services) capability • Account acceptance, due diligence and on-boarding Process Management • General Fiduciary Compliance • Effective dealing with Regulators, including preparation for exams/audits, both National and State • Expert Fiduciary Witness for fiduciary litigation matters • Crisis Management, both staffing and regulatory • Assessment of best State charters, and assistance in Application for a State Trust Charter • Turnaround Specialist

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