A Professional Private Fiduciary provides critical personal services to seniors, disabled persons and minors as well as others who require services their families or businesses cannot perform themselves. Private Fiduciaries have the experience, resources and knowledge to oversee services like paying bills, legal, investment management, medical care, housing, and nutrition, and other things that their clients can no longer manage themselves. In financial dealings for a client, a Professional Fiduciary is subject to the Uniform Prudent Investor Act (UPIA), which regulates the investment responsibilities of trustees and other fiduciaries such as executors, conservators and guardians of estates.
We at Corinthian Wealth Management work with many Professional Private Fiduciaries in the San Francisco Bay area. Coordination and communication are key to working with this group of experienced and knowledgeable group of professionals.