A fiduciary is a person or organization that acts on behalf of another person or persons, putting their clients’ interest ahead of their own, with a duty to preserve good faith and trust. Being a fiduciary thus requires being bound both legally and ethically to act in the other’s best interests.
Licensed by the State of California, we most often serve as trustees, probate estate administrators and conservators of the estate and/or person. Our acting in positions of such tremendous responsibility is based on the considerable trust that our clients place in us to manage and optimize their financial assets, protect their health, safety and quality of life, and ensure that their end-of-life wishes are respected and properly fulfilled. The PMF team has established a position of prominence in the Southern California trust and estate community by demonstrating—day in and day out—our abiding commitment to honor the trust others place in us, and by performing our fiduciary duties in a manner that is professional, competent, savvy, responsive and fundamentally fair to those who offer us their trust.