Fiduciary and Care Management: Why it’s Necessary and Who Needs It

We provide a unique blend of financial management and person-centered care for those who require assistance such as seniors and those with special needs who may be cognitively and/or physically impaired.  Alternatively, children and other trust beneficiaries may require a neutral and professional trustee.  Families may need assistance settling the estate of a deceased loved one.

Individuals and families look to us when no family or friend  is available who possesses the required skills and organization to provide effective financial management or care management; when no one has the time to undertake this role; when a neutral presence is necessary in a conflict-prone situation,; or when a professional is needed who understands the fiduciary rules and can marshal the resources for managing financial and/or personal care for a loved one in the Bay Area and in California.

A Reputation for Integrity and Competence

Our clients require customized care and counsel, their adult children need advice and solutions for their parents, and their attorneys need solutions ranging from bill paying to accounting. We take these duties seriously and recognize the immense trust that our clients, families and their advisers place in us. We exercise the highest level of proficiency in understanding and meeting the duties and responsibilities of fiduciaries as required by California law.

No matter the situation, we start with an individualized assessment of client needs and goals to create a thoughtful and transparent financial and personalized care plan which we monitor to maintain an optimal outcome.

Compassion in Action

We are committed to the highest levels of dignity and independence for our clients. With deep respect for individual needs, rights, and beliefs, we draw on decades of experience to provide expert fiduciary management and resourceful, ethical care to each and every client.