MSU Fiduciary PartnersMSU Fiduciary Partners is a private fiduciary practice dedicated to providing comprehensive financial, legal, and personal services to families in the greater Bay Area.
Experienced. Knowledgeable. Trusted.
Trusted Experts in Private Fiduciary Services
MSU Fiduciary Partners are trusted by families to handle their most important assets.
Unparalleled Dedication to Beneficiaries
We work tirelessly on our clients’ behalf to ensure that their best interests are always taken care of.
Financial Expertise and Full Transparency
We have the financial expertise to handle complex trusts and estates, and our clients always know where their assets are and how they are being managed.
Compassionate Support During Difficult Times
Dealing with the death of a loved one is hard enough – we take care of the logistics so our clients can focus on what’s important.
As your fiduciary, we will:
- Work with you to understand your unique situation and needs
- Manage the financial and legal aspects of your trust or estate
- Advocate on your behalf with financial institutions, government agencies, and other professionals
- Ensure that your wishes are carried out according to the terms of your trust or estate plan
- Provide you with regular reports on the status of your assets and our management of them
- Make decisions in your best interests, always
- Handle all the details, so you don’t have to
Mark S. Unger
What is a private fiduciary?
A private fiduciary is a person or institution that acts on behalf of another person, group, or organization in a fiduciary capacity. They may act as a trustee administrator executor guardian/conservator, or have a power of attorney (POA ). In many cases, those roles are filled by a family member, friend, or confidant of the person that created the instrument. However in just as many instances, that appointment fails for several reasons. Inability to reach a decision, disagreement among family members incompetence, geographical distance. The private fiduciary is substituted in those scenarios bringing expertise to managing the assets, best addressing the interests of the settlor/principal and, when appropriate, other family members.
Why would we retain a private fiduciary?
Trusts are created for myriad reasons their terms differ widely and every beneficiary has different needs. Fiduciaries must customize the administration of each trust accordingly. The fundamental challenge a trustee must navigate usually comes down to fulfilling the grantor s intent while simultaneously meeting beneficiaries’ high expectations for the size of distributions, the stability of the distributions over time, or the trust’s longevity. As experienced trustees readily confirm, pressure from beneficiaries may further complicate decision-making. Retaining a private fiduciary can help avoid or resolve such issues.