510.918.3734 [email protected]


Financial Expertise

Our financial expertise and extensive knowledge of the investment market and legislative landscape, including the tax code, allow us to make sound decisions on your behalf.

Asset Strategy

We determine an effective asset allocation strategy for the trust and beneficiaries and implement it through a well-diversified portfolio of investments.


We anticipate how decisions made today will have an impact on outcomes years into the future.



Acting as a fiduciary and managing trust assets in today’s atmosphere necessitates deep understanding of the trust and its provisions, the assets and liabilities that make up the trust, the beneficiaries and their respective positions, and the timeline for either winding up the trust or managing it into the future pursuant to trust guidelines. They also demand exceptional foresight – the capacity to anticipate how decisions are made today will have an impact on outcomes years into the future.


An executor is responsible for administering the estate of a deceased person, including distributing assets to beneficiaries, paying debts and taxes, and resolving any claims or disputes that may arise. As your executor, we will work with you to understand your unique circumstances and needs and handle all the details of administering your estate.

Special Administrator

You may require a special administrator if you are dealing with the estate of a deceased person who did not have a will, if the executor named in the will is unable to serve, or if there is a dispute among beneficiaries about how the estate should be administered. As your special administrator, we perform the duties of estate management and distribution of assets according to the law and our clients’ best interests.

Practice Administrator


Power of Attorney

If you are unable to make decisions for yourself due to illness or incapacity, you need to give someone power of attorney to make decisions on your behalf. As your power of attorney, we will make decisions in your best interests and handle all the details of your affairs.


Personal Service and Consulting

We provide a full range of personal fiduciary services to help our clients with their financial, legal, and personal needs. We work with our clients to understand their circumstances and provide them with the resources and support they need to make informed decisions. We also provide consulting services to families, individuals, and businesses on a variety of fiduciary topics.

Reach Me

260 Lafayette Circle
Lafayette, CA 94549