We provide the confidence

and peace of mind you seek

by taking care of

The Little Things.

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Trusts are a journey for many, and they can have a profound impact on your family. Protecting your family’s wealth may necessitate additional knowledge, support and continuity from an objective and trusted perspective. 

Fiduciary management thoughtfully weaves together all aspects of your family and financial life through a comprehensive process designed to balance the purpose of the trust with the needs of the beneficiaries. Our unbiased fiduciary expertise allows us to make a meaningful difference for our clients by helping preserve their wealth, assisting with intergenerational wealth transfers, and achieving family harmony. 

We believe each family deserves a unique and tailored solution, centered around the little things. 

Her real estate advice doubled as family counseling.

The lake house was where the family felt most connected and now our father was selling it to keep from tearing the family apart. Better to let it go, he believed, than for his children to get over it after he was gone. But one glimpse of a framed photo of my brothers and me at the house was all it took for Rebecca to see how it brought the family together. She showed us options to keep the house in the family that didn’t involve leaving it to any one of the kids. Rebecca could see the big picture because she stopped to take notice of the little ones.

— Molly, Lake Tahoe

I needed someone to look after my interests, I found someone to help build my legacy.

My jewelry was never an investment. It was always just for me. I didn’t even feel comfortable showing it to my kids. But ever since my trusted advisor referred me to Kim, I felt like I could talk to her about anything. We would sit and talk about which of my kids might like which piece. We found some gems among the gems, in terms of value. But the biggest thing I took away from our chats was the realization that the actual treasure I was passing on to my kids was the memories attached to the jewelry. A big picture like that only emerges when you focus on the little things.

— Beverly, San Francisco 

She turned blueberry pie into an estate planning tool.

When my father told me his plans for his estate, the blood drained from my face and I felt myself starting to panic. It wasn’t his intention but his plan would rip our family apart. I turned to our advisor, Nicole, for help. And she turned to blueberry pie. We all sat down to talk over dinner and she masterfully laid out an equitable estate plan that honored my father’s intentions and made sure every family member got a fair slice of the pie. While my father always sees the big picture, Nicole helped him to see the little things.

— Kelsey, Newport Beach

Estate Planning Is An Endurance Sport

February 17, 2022 | 0 Comments

Thomas J. Frank, Jr As some of my colleagues know, I am a late-middle age endurance athlete – I compete in triathlons. Recently, on one of my longer training runs, I was thinking that the same qualities required for a triathlon are found in estate planning – particularly, inter-generational wealth transfers. Think of it this […]

Grandparents And Granddaughter Walking On Winter Beach.

4 Stages for Developing Good Stewards of Wealth and Family Businesses

January 5, 2022 | 0 Comments

The parenting and education we provide our children has a profound impact on their future attitudes towards wealth, money, stewardship, and the family business. We have to consider our approach very carefully, as it must be consistent, thoughtful, and disciplined, not exerting too much or too little control. It is ultimately up to them whether […]

A close-up shot of business people turning over some ownership.

Keeping Your Family Business Legacy

December 9, 2021 | 0 Comments

Family businesses represent nearly 90% of American businesses and account for roughly 50% of U.S. employment, yet over 70% of these businesses lack a well crafted succession plan. While most owners like the idea of passing the business down to their children, family-owned enterprises often fail by the time the founder’s grandchildren take over. However, […]

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Real Estate in Family Trusts

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