Overview
TEAM Risk Management Strategies provides outsourced employer-of-record services for fiduciaries managing trusts, estates, and guardianships, handling payroll, HR, risk management, recordkeeping, tax reporting, and compliance, plus workplace insurance to protect trust assets. The service acts as the employer of record, centralizing employee administration and shielding the fiduciary and assets from employment-related risk. It serves hundreds of banks and financial institutions nationwide and employs thousands of people across all 50 states. The goal is to offer a seamless, compliant solution that reduces administrative burdens and employment risk for fiduciaries while safeguarding trust assets.
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Simplify's take
What believers are saying
- Rachel Green remained CEO in November 2026, signaling leadership continuity.
- A 2026 job posting still described TEAM as serving blue-chip banks and financial institutions.
- TEAM’s national footprint covers thousands of families and household workers across all 50 states.
What critics are saying
- Household-employment compliance failures trigger tax, wage, and insurance claims across 50 states.
- A fiduciary-channel scandal at a major bank would crush referrals and renewals quickly.
- TEAM’s business depends on one niche; platform commoditization from payroll software threatens margins.
What makes TEAM unique
- TEAM combines payroll, HR, insurance, and compliance for household employment.
- Its employer-of-record model serves fiduciaries, banks, and family offices nationwide.
- Rachel Green told Alpine on July 22, 2026, TEAM more than tripled EBITDA.
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