SoCal Private Fiduciary® is an independent Private Professional Fiduciary (PPF) centrally located on Pershing Square in Downtown Los Angeles, just four blocks from the Stanley Mosk Courthouse.
We provide Professional Fiduciary services, licensed by the State of California (#752), to manage personal and business matters for our clients. Our services are tailored appropriately so that you receive the kind of attention and handling that best align with your particular situation. To do this, we’ll perform an initial assessment to gain an in-depth understanding of your needs and conditions. Then we’ll create a plan that addresses your goals and share it with you, so you’ll know what to expect. With your approval in a signed contract, or the court’s approval (if needed for a probate matter), we’ll implement the plan and give you continual feedback about status until completed. Our services compensation is fee only, unless specified otherwise by the California Probate Code; and under no circumstances are commissions ever charged by us; see the FEES section further below.
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