For the Legal Community
We work closely with estate planners and probate attorneys to provide the level of fiduciary service they want for their clients in the following areas: Trustee, Conservator/Guardianship of the Estate, Power of Attorney, Consultant, Life Insurance Trusts.
For the Financial Community
We partner with money managers and bank trust departments to consult, manage and monetize their clients' assets.
For Families
We manage the affairs, both financial and personal, of vulnerable family members. Our assistance with their health or money issues and with day-to-day decision making can be invaluable.
Since 1993
About Us
LA Fiduciary Partners, LLC offers a comprehensive perspective on estate, trust, conservatorship, and guardianship management.
Our wide range of business experience encompasses the major aspects of how wealth is accumulated and maintained in Southern California. Our team’s experience includes managing small and family owned businesses, real estate, venture start-ups, media enterprises, intellectual property rights management, art and collectibles, and energy.
We combine this expertise with experienced partners including carefully selected caregivers, attorneys, and business managers to provide sound business judgement.
Our Advisors
We have built a team of established professionals to support our services in the following areas:
- Business Operations and Management
- Real Estate
- Tax and Accounting
- Collectibles
- Investments
- Health and Mental Health
In addition, we have access to a wide variety of industry-specific consultants and specialized healthcare providers.