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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Do ETFs Belong in Your Portfolio?
Do you know the potential benefits and risks of exchange-traded funds and how they differ from mutual funds?
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HOT TOPIC: The SECURE Act and Your Retirement Savings
A discussion of the important provisions in the SECURE Act that could affect retirement, tax, and estate planning strategies.
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Gift vs. Inheritance: Consider the Tax Difference
When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.