Scaling Client Service Without Compromise
How Pinion Individual Trustee Services streamlined trust administration with ProTrustee to scale operations, improve collaboration, and maintain high-touch client service.
Latest posts
From Zero to 300: Building a Trust Company at Startup Speed
How Dynasty Trust Company scaled from zero to 300+ accounts in eight months using ProTrustee, enabling rapid growth without adding headcount.
January 9, 2026
Read more
Case Studies
From Zero to 300: Building a Trust Company at Startup Speed
How Dynasty Trust Company scaled from zero to 300+ accounts in eight months using ProTrustee, enabling rapid growth without adding headcount.
January 9, 2026
Watch Now
Case Studies
From Zero to 300: Building a Trust Company at Startup Speed
How Dynasty Trust Company scaled from zero to 300+ accounts in eight months using ProTrustee, enabling rapid growth without adding headcount.
January 9, 2026
Read more
From Zero to 300: Building a Trust Company at Startup Speed
How Dynasty Trust Company scaled from zero to 300+ accounts in eight months using ProTrustee, enabling rapid growth without adding headcount.
January 9, 2026
Watch now
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How Pinion Individual Trustee Services Powers Client Success
Join ProTrustee for a conversation with Theresa Hughes and Tara Bolinski on how Pinion, a Santora CPA Group affiliate, delivers excellent client service while continuing to grow. They’ll share how their team stays committed to the unique and complex needs of the families they serve—and how ProTrustee supports their high-touch service model behind the scenes.
August 27, 2025
Read more
Webinars
How Pinion Individual Trustee Services Powers Client Success
Join ProTrustee for a conversation with Theresa Hughes and Tara Bolinski on how Pinion, a Santora CPA Group affiliate, delivers excellent client service while continuing to grow. They’ll share how their team stays committed to the unique and complex needs of the families they serve—and how ProTrustee supports their high-touch service model behind the scenes.
August 27, 2025
Watch Now
Webinars
How Pinion Individual Trustee Services Powers Client Success
Join ProTrustee for a conversation with Theresa Hughes and Tara Bolinski on how Pinion, a Santora CPA Group affiliate, delivers excellent client service while continuing to grow. They’ll share how their team stays committed to the unique and complex needs of the families they serve—and how ProTrustee supports their high-touch service model behind the scenes.
August 27, 2025
Read more
How Pinion Individual Trustee Services Powers Client Success
Join ProTrustee for a conversation with Theresa Hughes and Tara Bolinski on how Pinion, a Santora CPA Group affiliate, delivers excellent client service while continuing to grow. They’ll share how their team stays committed to the unique and complex needs of the families they serve—and how ProTrustee supports their high-touch service model behind the scenes.
August 27, 2025
Watch now