Get In Touch

Let's Start a Conversation

The first step is simply reaching out. There is no obligation — only an opportunity to find the right path forward together.

Reach Out

I'd Love to
Hear From You

If you are considering fiduciary services for yourself or a loved one, I welcome the opportunity to speak with you at no charge. These decisions are often complex and deeply personal, and the right fit matters.

I encourage you to reach out to discuss your specific needs, ask questions, and learn more about how my services may align with your situation. Together, we can determine whether my experience and approach are the right match to provide the level of care, oversight, and financial stewardship you are seeking.

Find Us

We Are Based in Sausalito, California

Take the First Step

Your Legacy Deserves the Best Protection

Whether you are planning for the future or navigating a difficult transition today, I am here to help. Reach out for a complimentary consultation — with no obligation — and let's find the right path forward together.

What's Included

Fees for Court Involved Cases

4%

of the first $100,000

3%

of the next $100,000

2%

of the next $800,000

1%

of the next $9,000,000

0.5%

of the next $15,000,000

Court discretion

after $25,000,000

Fees for non-court cases vary depending on the scope of services and are quoted on a case-by-case basis. Please contact me for a complimentary consultation.