Fiduciary and Care Management
We provide a unique blend of financial management and person-centered care. We are proficient in understanding and meeting the duties and responsibilities of fiduciaries prescribed by California law while honoring our clients’ individuality, autonomy, and voice.
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.
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.