Marin Professional Fiduciary

Welcome to Marin Professional Fiduciary

Protecting You and Your Legacy

A licensed professional fiduciary serving the individuals and families of
Marin County with expertise, integrity, and personal attention.

Call for a Free Consultation →

PF 1631

Licensed by the State
of California

20+

Years of Combined
Experience

$40M+

Assets Managed

Who We Are

A Trusted Steward

A licensed professional fiduciary is a neutral, qualified expert to steward your assets according to your specific wishes.

Marin Professional Fiduciary is a state-regulated professional organization authorized to manage financial, healthcare, and personal matters for individuals, with the ability to act as a trustee, conservator, guardian, or power of attorney.

Nearly one in three Marin County residents is aged 60 or older, making it one of California's oldest counties — and one where a significant number of older adults are living alone.

But longevity and independence aren’t the only aspects that define  life here.

As one of California's wealthiest counties, Marin residents often manage a remarkably complex mix of assets: real estate, businesses, luxury collections, investments, copyrights, royalties, and digital holdings — to name a few.

Whether you are planning for the future or navigating a difficult transition, you can trust that I will bring the expertise, compassion and personal attention that you deserve.

Who We Are

A Trusted Steward

A licensed professional fiduciary is a neutral, qualified expert to steward your assets according to your specific wishes.

Marin Professional Fiduciary is a state-regulated professional organization authorized to manage financial, healthcare, and personal matters for individuals, with the ability to act as a trustee, conservator, guardian, or power of attorney.

Nearly one in three Marin County residents is aged 60 or older, making it one of California's oldest counties — and one where a significant number of older adults are living alone. But longevity and independence aren’t the only aspects that define  life here.

As one of California's wealthiest counties, Marin residents often manage a remarkably complex mix of assets: real estate, businesses, luxury collections, investments, copyrights, royalties, and digital holdings — to name a few.

Whether you are planning for the future or navigating a difficult transition, you can trust that I will bring the expertise, compassion and personal attention that you deserve.

"You are the glue holding together everything you have built. What happens if you become unable to oversee it all yourself? There's a better option."

What We Do

How We Can Help

Every service is delivered with expertise, discretion, and the
personal attention you deserve.

Trust Administration

Expert stewardship of your trust and estate with care and integrity.

Pet Trust Administration

Ensuring lifelong care and oversight for your beloved companions.

Financial Services

Comprehensive financial and business management tailored to your needs.

Care Management

Supporting your independence through every stage of life.

Conservatorships

Protecting those who can no longer protect themselves.

Estate Transition Services

Coordinating every detail so you don't  have to.

Why Choose Us

A Better Option Exists

Entrusting a friend or family member with the management of your care and
estate can strain relationships and put assets at risk.

Personal
Attention

Every client receives direct, hands-on involvement — not a case number or a file passed between staff.

Licensed
& Regulated

Fully licensed by the State of California, held to the highest standards of fiduciary duty and accountability.

Expertise
Across Disciplines

Financial, legal, healthcare, and personal matters — all managed under one trusted relationship.

Integrity
Above All

Every decision is made  
with transparency, discretion, and unwavering  commitment.

"You are the glue holding together everything you have built. What happens if you become unable to oversee it all yourself? There's a better option."

Katherine Urbanski, MBA

Meet Your Steward

Katherine Urbanski, MBA

Throughout my 20-year career in the healthcare and business sectors, I have managed over $40 million in assets, specializing in the financial administration and long-term planning necessary to protect a legacy.

But managing a person's financial and personal affairs requires more than just business acumen and technical skill — it requires a trusted steward. I approach every engagement with the highest standards of integrity, discretion, and professionalism.

Get Started

Let's Talk About What Matters Most

These decisions are often complex and deeply personal. I invite you to reach out for a complimentary consultation — with no obligation — to discuss your specific needs and determine whether my experience and approach are the right fit for you.

Call for a Free Consultation →

Email Us

katherine@marinpf.com

(415) 860-1846

Direct Call

Sausalito, California

Visit Us