Trust Matters At a Glance
Exceptional Credentials
Legal education and 30 years experience in business finance and administration
Professionally Licensed
Private Fiduciary in California; ethical, honest and professional
Client-centered Approach
Understands and preserves client’s values and needs; highly capable in complex situations
Personal Attention
Handles case load personally; prompt and responsive to clients’ requests
Firsthand Experience
Alan was inspired to become a fiduciary after he managed his father’s trust; he understands clients’ concerns from both sides
Comprehensive Services
Resourceful and economic use of outside specialists to round out capable, professional team
Contact us at: (510) 868-8366
"First and foremost, Alan has his client’s best interest at heart. He is very resourceful and willing to do whatever it takes to provide the service his clients need. It is so helpful that Alan can work efficiently with attorneys because of his legal education." - Accountant, Alameda County