Welcome to California Fiduciary Services, Providing Peace of Mind in Uncertain Times
We offer highly personalized fiduciary services including trust administration, conservator of estate and financial consulting services. Additionally, we are Accredited Investment Fiduciaries® which means we focus on unbiased investment oversight ensuring that assets are there to meet the needs of beneficiaries.
Our extensive professional experience includes financial and investment management positions at Fortune 500 and 1000 firms and global investment banks. While we are not financial planners or investment managers, we work with your team to maintain asset preservation and growth.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to choosing a trustee or conservator or using our services to help turnaround business operations. We have created this web site to help you see the value of working with skilled professionals to provide financial oversight.
Newsletters
-
Insurance with Potential Cash Value
Universal life and variable universal life insurance have risks and potential benefits, including a death benefit with a tax-advantaged savings element.
-
Family Limited Partnerships for Estate Planning Purposes
A family limited partnership is a legal agreement that enables business owners and their heirs to address tax issues, business succession, and estate planning needs.
-
Trusts Offer More Than Estate Tax Protection
Find out whether a testamentary trust, living trust, or special-purpose trust can benefit your family.
-
Insurance Strategies: Giving Old Life Insurance a New Purpose
A 1035 exchange may allow a permanent life policy to be traded for a more suitable insurance product.