Concierge Fiduciary Support for Trusts, Estates and Personal Finances
When life gets complex, we bring order and confidence to your world.
Presidio Private helps individuals and families manage important fiduciary, estate and cross-border planning responsibilities that are too complex - or too burdensome - to handle alone.
We serve as private, professional trustee and fiduciary, support individuals administering trusts and estates, and coordinate personal planning for families relocating to the United States.
Whether you need someone to take responsibility, help you carry out a role you retain, or bring multiple advisors and moving pieces together, we provide experienced judgment, practical support and the follow-through to get the work done.
Who We Help
Individuals & Families
When your usual support isn't available
We work with individuals and families who find themselves without the right people around them - by distance, by loss, by circumstance, or simply because they don't want to burden the people they love and trust.
Individuals without nearby family or trusted advisors
Adult children managing a parent's affairs from a distance
Those navigating illness, aging, or cognitive decline
Anyone whose network is overseas, unavailable, or not equipped
Foreign nationals and international families in the US
Professional Advisors
When your client needs someone to take the reins
We partner with estate attorneys, CPAs, and wealth managers whose clients have found themselves without adequate local support — and who need a reliable, credentialed fiduciary to step in cleanly and without creating friction.
Estate and probate attorneys
CPAs and tax professionals
Wealth managers and family offices
Corporate HR and relocation coordinators
Anyone who needs a trusted referral
Our services
Three Specialist Service Pillars.
One standard of care.
Every engagement is delivered with the same rigor, the same transparency, and the same duty of care. That is what it means to work with a licensed fiduciary.
Fiduciary & Private Trustee Services
We serve as a professional trustee and fiduciary for individuals and families, managing assets, tax filings, financial reporting and beneficiary communications.
We also support people administering a trust or settling an estate, taking on the practical work that can quickly become burdensome for an individual. You retain the authority and make the decisions, without having to manage every detail yourself.
Fiduciary Accounting
An independent, credentialed accounting prepared by a licensed fiduciary gives beneficiaries, co-trustees, counsel, and courts genuine confidence in the record.
Available as a standalone engagement, separate from any trustee role
For foreign nationals relocating to the US.
We help families relocating to or living in the U.S. identify gaps in their emergency, estate and global tax planning - and coordinate the specialists and next steps needed to protect their family and finances.
Expatriate Contingency Planning Services
What we Do
We handle the work that protects families - and keeps life running smoothly. Our role is to take over financial administration when needed and act as a neutral point of coordination to reduce stress, confusion and family conflict.
monthly bill pay and household financial administration
account oversight, record keeping, reporting and secure documentation
coordination with attorneys, CPAs, wealth managers and care teams
acting under Power of Attorney as required
trust administration, beneficiary communications and fiduciary accounting
probate administration
We bring global experience, rigorous systems, and professional standards, but we deliver them with the care of someone who knows how personal these moments are. The result: clients feel confident, supported, and understood - even in the most complicated transitions.
"..without you, nothing would add up!"
Jack P
"You have such kindness and grace about you that few have and I will never forget everything you did for all of us"
Stacey B
"....wanted to send our...appreciation for all that you have done and are still doing."
"(We) are so grateful for you"
Catherine D.
Marion H
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)
