
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
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Inflation Protection for Investment Dollars
Did you know that Treasury Inflation-Protected Securities (TIPS) can help hedge a bond portfolio against inflation? This article explains how.
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A More Affordable Life Insurance Solution
Thinking of letting your life insurance policy expire? Learn about survivorship life, which may be more affordable for older consumers.
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Child Tax Credit for 2021: Will You Get More?
This article discusses substantial, temporary improvements to the child tax credit due to The American Rescue Plan Act of 2021.