Comprehensive Fiduciary Support
Often, more than one area of expertise is required. With us, there’s no need to hire a multitude of different professionals.
We serve a wide range of clientele, and every client relationship is valued greatly. Each engagement benefits from the depth and breadth of our expertise.
We offer high-quality fiduciary work and personal client service.
We’re committed to providing you with top notch Fiduciary, Trust, Conservatorship, Special Needs Trust, and Care Management services. We approach every client with a focus on integrity, advocacy, and understanding. We work to honor your wishes and preferences!
Our Fiduciary team has a well-deserved reputation of excellence in providing smart, sensible, and cost-effective solutions for our clients.
Knowledge of Best Practices
We are at the forefront of best practices in fiduciary services and work closely with our clients in dedicated teams that are fully committed to exceeding client expectations.
Years of Service Advantage
We have been brought in to some of the most complex cases such as profound dementia, elder financial abuse, special needs trusts and large scale accountings. We look forward to serving you.
Lori Hefner, MA, MBA, MA, CLFP
Care Manager, Gerontologist, Fiduciary. My first conservatorship was 30 years ago.
Estates, Trusts,Accountings,money management
Conservatorships, Care Management,Elder Financial Abuse Investigations
Carol W. Wu, Esq., CLPF
Over 30 years in the financial industries including serving as a U.S. Bankruptcy Trustee to the U.S. Department of Justice.