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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.
Contact Us
Schedule a Meeting
We’ll discuss your goals and what needs to be in place to realize them.
Learn and Plan
We know that every detail matters so we start with compassionate listening and build your plan for what’s important now and in the future.
Peace of Mind
You’ll have confidence in a Private Fiduciary you can trust.
You want to do the right thing...
The estate is complex, and you want your affairs in order... you've postponed too long
You want to preserve your assets to maintain your standard of living and still pass funds to your loved ones or charities
Estate planning and administration is complicated and burdensome
You don't want to make mistakes or upset your loved ones
You are concerned that you have no one that has the time or knowledge to assist you
You know the emergency room is not the place to do estate planning
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.
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.
