Our Team

Russell Pottharst  is an independent Private Professional Fiduciary (PPF), CA State license #752, and doing business as principal/owner of SoCal Private Fiduciary®. He holds two certificates in Professional Fiduciary Management − for Trustees and Conservators − from California State University, in addition to his Tulane cum laude undergraduate and Loyola MBA degrees. Russell is a former bank trust officer and registered investment securities principal, a National Certified Guardian, and is licensed and bonded in the State of California.  Russell consults with individuals, families, business clients, health & tax professionals, and attorneys who practice in the Superior Court of California in family and probate matters.  He holds active memberships in CRF, LACBA, PMI; and his fiduciary practice encompasses the greater Los Angeles regional area.

Russell maintains his Project Management Professional PMP certification with the Project Management Institute to facilitate business consulting with various types of for-profit and nonprofit organizations.  Call if you need an experienced management professional to plan, manage & control projects to meet operational, financial, technical, and other business and community objectives.

Sample probate, family, and other cases:
Personal Representative for intestate succession with 16 heirs
Trustee of insurance-funded 26 US Code § 104 (a) (2) structured settlement trust
Guardian ad Litem for challenged client in federal court
Conservator of Estate for elderly stepmother
Successor Trustee for family living trust
Consultant for senior care facility placement
Expert witness on fiduciary matter in product liability case
Representative Payee for SSA and pension plan distributions

Diverse operations, project, and program management roles in various industry sectors:
> Currently: independent project management consulting with business organizations to perform assessments and plan projects to achieve financial, operational, & technical objectives.
> Technical Project Manager – assisted in biotechnology firm’s consolidation of worldwide business intelligence technical platforms and operations.
> Senior Consulting Services Manager – managed professional services sales and software implementation projects in the US western region.
> Program Manager for GM Delphi Automotive, European Division – managed Year-2000 division-wide millennium date remediation program covering 42 IT sites in 13 countries.
> Production Projects Manager for industrial equipment manufacturer – created portfolio-level integrated program management control of production projects.
> Bank Trust Division Project Manager – researched, planned & implemented outsourcing of trust systems data & operations to service bureau environment.

SoCal Private Fiduciary

Please contact us for more information on our services.