Trustee Services Group
Trustee Services Group is a single-family office headquartered in Colorado Springs. The firm manages investment portfolios, estate planning, and philanthropic initiatives for its founding family, focusing on long-term capital preservation and...
Trustee Services Group
Trustee Services Group is a single-family office headquartered in Colorado Springs. The firm manages investment portfolios, estate planning, and philanthropic initiatives for its founding family, focusing on long-term capital preservation and intergenerational wealth transfer. Trustee Services Group works closely with advisors and legal professionals to ensure compliance and effective governance—supports the family’s financial objectives through disciplined asset management and tailored fiduciary solutions.
General information
Firm type
Single Family Office
Year founded
—
AUM
—
Location
Region
North America
Country
—
City
Colorado Springs
Corporate office
—
Frequently asked questions
What is Trustee Services Group?
Trustee Services Group is a single family office headquartered in Colorado Springs.
Where is Trustee Services Group headquartered?
Trustee Services Group is headquartered in Colorado Springs, in the North America region.
What does Altss track for Trustee Services Group?
Altss maintains an OSINT-verified profile of Trustee Services Group covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What type of firm is Trustee Services Group?
Trustee Services Group is classified by Altss as a Single Family Office within the North America region.
How does Altss source intelligence on Trustee Services Group?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Trustee Services Group?
Trustee Services Group's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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