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) 593-3663
"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