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.
1. Let's get to know each other
In Person Meeting
Trust and personal relationships go hand in hand. That's why we make it a priority to meet with you in person. We'll listen closely to every detail to ensure we understand you or your loved one's individual needs.
2. Discover your unique options
An Individualized Plan
The management of your wealth and personal needs changes over time. You can trust that your plan will evolve as needed.
3. Enjoy Peace of Mind
Knowledge and experience are the foundation of our work. This allows us to act on the behalf of our clients with creativity, compassion, and care. We lift the burden so you can feel confident and a sense of peace.
As Private Fiduciaries, we act on behalf of our clients in the following ways:
- Ensure that appropriate estate plans are in place
- Ensure that any estate plan is honored and modified when necessary
- Discuss and prepare any burial plans
- Assist with conflict resolution when emotions run high
Personal Care Planning
- Manage personal care needs to ensure that the standard of living and quality of life is maintained through appropriate housing, nutrition, medical, dental, and vision plans
- Develop care plans with an emphasis on keeping clients in their homes
- Ensure transportation is available when necessary
- Make sure all safety measures are in place
- When housing needs change, assist in finding and securing appropriate care facilities
- Provide expert consulting so all questions about their personal plans for healthcare, housing, and personal needs are met
- Know each client’s medical issues and medications
- Watch for any changes that require additional assistance
Asset Management, Financial and Taxes
- Provide experts to assist with asset management to provide financial security
- Invest using the Prudent Investor Standard and risk tolerance personalized for each individual’s estate
- Ensure that all appropriate taxes are filed
- Make sure all bills are paid
- Provide accountings of all assets and liabilities
- Work closely with attorneys, doctors, care providers, investment and real estate managers as needed
- Continue to monitor all financial circumstances and make appropriate adjustments when needed
24/365 phone contact to fiduciaries
In addition, we work with or hire* top professionals for the services you or your loved one may require.
*Clients often have their professionals in place. We work to keep continuity whenever appropriate but will change professionals if necessary to provide the best quality of personal care and financial security for our clients.