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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HOT TOPIC: Shortages and Bottlenecks Expose Weak Links in U.S. Supply Chains
As a consumer, have you noticed shortages? Here are some of the reasons behind supply-chain problems and how they might impact the economy.
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What’s the Difference Between Medicare and Medicaid?
Medicare and Medicaid may seem similar, but what each program pays for and for whom can be very different.
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Bankruptcy Changes Throw a Lifeline to Sinking Small Businesses
Many requirements that made it difficult and expensive for small businesses to reorganize using Chapter 11 have been loosened. Learn more.
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Going Green: A Fast-Growing Corner of the Global Bond Market
This article looks at the types of projects funded by green bonds, some current trends, and the potential benefits and risks for investors.