A Trusted Presence When You Need It Most
Tailored Family Financial Solutions
When life gets complex, we bring order and confidence to your financial world.
Presidio Private Trustees, we help individuals and families manage trusts, estates, powers of attorney, and daily financial responsibilities with professionalism and compassion.
Whether you're navigating the loss of a loved one, caring for an aging parent, or trying to get your own affairs in order, we’re here to help. Our licensed team provides hands-on fiduciary services and financial coordination - so you can focus on what matters most.
You don't have to manage everything alone.
Who We Are
Presidio Private provides hands-on financial and related services to support individuals and families through major life transitions.
Our mission began with assisting an expatriate family facing critical illness with no local support - serving as their Power of Attorney and trustee so they could focus on their health and family life. That experience shaped our core values: compassion, integrity and sound judgement.
Today, we’re a boutique firm committed to helping people in our community navigate complex personal and financial challenges. We don’t just manage transactions and tasks - we build trusted relationships, combining professional independence with the care of family.
We use the latest technology tools to streamline our processes and safeguard your data.
Our Services
Tailored financial services for individuals and families, delivered with confidence and compassion.
We act as Agent under Power of Attorney to manage financial and health matters when individuals are unable or prefer not to handle them themselves.
We manage the day-to-day financial details and coordinate with key advisors to help clients stay organized, supported, and stress-free.
Expert management of Trusts to protect and grow your assets and take care of your beneficiaries
We lead complex planning projects for clients who need expert coordination and alignment across their legal, tax, and financial advisors.
Licensed by the Professional Fiduciaries Bureau (PFB)
PFB is governed by the California Department of Consumer Affairs
Nationally Certified Guardian
Member of the Professional Fiduciariy Association of California (PFAC)
Member of the National Guardianship Association (NGA)
