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Our Work

Our Approach

As a professional fiduciary, we can serve as our clients’ independent trustee, agent under a Durable Power of Attorney, Healthcare Surrogate or Personal Representative for those who have no one else to protect them. Our fiduciary services often serve as a starting point for building a client’s complete assistance program, which can range from addressing legal and financial needs to medical, emotional and social needs.

With each client, we start with an initial assessment. We understand that each individual situation is unique. Through discussion and research, we identify and understand the client’s needs and concerns. From there, we develop a customized program of services to address the issues at hand and secure his or her future.

Read these case studies for examples of how we help our clients.

Case Study #1     Case Study #2     Case Study #3

What Makes Us Different?

Cost-Effective Collaboration

We take a holistic, inclusive approach with our client engagements. We work with family members and advisors to create a collaborative program through which information can be shared and problems solved in a timely, secure, and cost-effective manner.

Conflict-Free Service

We do not replace your other advisors – such as your attorney, CPA or investment advisor – and we do not sell financial products or services. We are part of the team protecting you and your family.

Fiduciary Standard of Care

We are professionals who practice a fiduciary standard of care all day, every day. We act in your best interests at all times. You and your family ALWAYS come first.

Secure Information Expertise

Your privacy is very important to us, and we protect you and your confidential information to ensure continuity of knowledge and protection of you and your estate.