As a Private Fiduciary, we have the ability and flexibility to personalize our trust services and be capable of handling the most complex assets and issues.
We offer very unique services for Trustees, and other fiduciary responsibilities. As part of the State of California Registry for Trustees, Guardianships and Conservatorships, we provide and prepare court reporting and accountings for individuals, Trustees and Corporations alike.
For Charitable Organizations, we provide investment policy statements, review of the current investment strategy and provide guidelines for Board Members who have a fiduciary responsibility.
We are highly recommended to provide Litigation Support and Expert Witness Services to the court.
As a Court Appointed Receiver, we carefully work as an independent fiduciary of the court to protect and preserve the assets, review and direct the daily management responsibilities to maximize financial performance, prepare and submit all financial accountings to the court.
We also offer Business Consulting, Financial Reviews and Audits, and Legal Compliance Reviewfor all types of businesses, corporations and charitable organizations. Our services also include Personal Banking and Bill Pay. Whether you are a business, individual or an elderly person, we will provide a secure and efficient solution to your financial needs.
In addition, we also offer Notary and Tax Preparation Services.