Specialized Fiduciary Services
 
How to Spot a Good Fiduciary

A good fiduciary:
 

  • Adheres to the highest professional standards and ethical principles defined by the state of California Professional Fiduciaries Act, and the Professional Fiduciary Association of California.
     

  • Treats the client with dignity.
     

  • Involves the client in all decision-making, to the greatest extent possible.
     

  • Maximizes self-reliance and independence of the client.
     

  • Respects that the money and property being managed belong to the client.