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. 

Diverse Experience

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.

Solutions Overview

We offer high-quality fiduciary work and personal client service.

About Our Company

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. 

Introductions

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.