Trinity Fiduciary Services
The experience to lead; prepared to serve.
ABOUT US
Greg Kummer is the owner of Trinity Fiduciary Services. He has over 30 years of trust experience in many different areas. He has experience in high net-worth wealth management as a fiduciary, a trust officer, and an estate settlement specialist. No project is too big or small for Greg. He possesses a high degree of professionalism, a highly developed work ethic, and a strong aptitude for problem-solving, and loves being challenged. Greg is dedicated to the financial well-being of his clients providing solutions to integrate practical and executable strategies for any plan.
OUR SERVICES
TRUSTEE AND THE DUTY OF LOYALTY
Trinity Fiduciary Services offers a customized and personal approach to providing fiduciary services. Each client has a unique set of circumstances and we are committed to tailoring our services to the needs of each beneficiary. By choosing Trinity Fiduciary Services as the trustee, we understand our great professional responsibility and work to ensure that the trust is properly managed. When you choose Trinity Fiduciary Services as trustee, you and your family benefit from 30 years of experience and industry expertise. As your trustee my duty of loyalty is solely to the beneficiaries of the trust. All trustee decisions are made to effectuate the intentions of the trust terms. The trustee is bound to protect the trust assets while meeting and working to satisfy the needs of the beneficiary. As an independent trustee, Trinity Fiduciary Services endeavors to ensure that the various objectives of the trust are met; even if the family members or beneficiaries are in conflict.
SPECIALITIES IN REAL ESTATE, CLOSELY HELD AND CONTESTED FILES
If a trust has unique assets, such as real estate, closely held business interests or other non-traditional investments, Trinity Fiduciary Services can effectively manage these assets. With 30 years of professional experience, Trinity is able to handle complex legal and tax aspects of a business, farm and real property assets in trust. Trinity is dedicated and qualified to administer trusts with unique assets. Trinity provides a neutral voice and advocates solely for the beneficiaries. Trinity’s role is to serve as the go-between for each of the parties to help create positive results in contested matters.
PERSONAL SERVICE AND PROFESSIONAL ADVISORS
Given the truly independent nature of trustee service provided, Trinity is able to work with investment advisors, tax professionals, and legal counsel that a family may prefer. If a situation needs the help of various industry professionals, Trinity has a variety of relationships with professionals that can help support the trustee to effectively administer the trust.