A Professional You Can Trust

Private Fiduciaries of California, Inc. is a boutique full-service private fiduciary firm in California. We act as a power of attorney, a trustee, a trust administrator, and a healthcare advocate. We are here to make life a little easier and protect you and your family from unforeseen risks.

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You want to do the right thing...

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The estate is complex, and you want your affairs in order... you've postponed too long

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You want to preserve your assets to maintain your standard of living and still pass funds to your loved ones or charities

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Estate planning and administration is complicated and burdensome

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You don't want to make mistakes or upset your loved ones

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You are concerned that you have no one that has the time or knowledge to assist you

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You know the emergency room is not the place to do estate planning

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You're worried your parents do not have a plan in place

A trusted decision-maker by your side

Private Fiduciaries of California, Inc. is a boutique full-service San Francisco Bay Area private fiduciary firm that acts as a trustee, a trust administrator, and a healthcare advocate. With over 25 years of experience as an attorney, family law mediator, and parenting consultant we have overseen real estate assets and provided conflict resolution. We are a trusted decision maker by your side, helping you achieve your goals while protecting yourself and those you love most from unforeseen risks.

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Private Fiduciary Services for Discerning Clients

Integrity, professionalism, and compassion for every client

Our goal is to provide peace of mind for our clients by building trusting relationships. Fiduciaries are held accountable to make the same decisions you would if you were able.

We listen carefully without judgment to what you want so that we can help you achieve your goals while protecting yourself and those you love most from unforeseen risks.