Concierge Fiduciary Support for Trusts, Estates and Personal Finances
When life gets complex, we bring order and confidence to your world.
Presidio Private provides fiduciary support for individuals, families, and the professional advisors who serve them — delivered with the precision of a Big 4 background and the care of someone who understands how personal these moments are.
Every engagement begins the same way — someone finds themselves without the support they expected to have. The trustee who inherited a role they never planned for. The executive whose financial life spans two continents and no one is minding either. The family navigating loss without the right people nearby. We are the professional who steps in when the usual network isn't there.
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 service pillars. One standard of care.
Every engagement - whether it is managing a household's finances, producing a court-suitable accounting, or coordinating the US financial life of an international executive - 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
The work that keeps a family's financial life running — especially when illness, incapacity, distance, or complexity makes it impossible to manage alone. We step in as a trusted, neutral professional and take responsibility for the details so you don't have to.
Fiduciary Accounting
For private Trustees, Executors, Agents under POAs and their counsel.
An independent, credentialed accounting — prepared by a licensed fiduciary with a Big 4 analytical background — that 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 living in the US — and for the employers, advisors, and HR teams responsible for them.
When an executive is temporarily relocated to the US, their financial life doesn't simplify — it multiplies. US banking, tax exposure, no local family network, an estate plan that may not travel, and no one on the ground to call if something goes wrong at 2am. We solve that. We are the coordination layer that makes sure the executive is protected, the employer's duty of care is met, and the advisors involved are working from the same page.
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.
Our Services
Three service pillars.
One standard of care.
Every engagement - whether it is managing a household's finances, producing a court-suitable accounting, or coordinating the US financial life of an international executive - 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
The work that keeps a family's financial life running — especially when illness, incapacity, distance, or complexity makes it impossible to manage alone. We step in as a trusted, neutral professional and take responsibility for the details so you don't have to.
Fiduciary Accounting
For foreign nationals living in the US — and for the employers, advisors, and HR teams responsible for them.
When an executive is temporarily relocated to the US, their financial life doesn't simplify — it multiplies. US banking, tax exposure, no local family network, an estate plan that may not travel, and no one on the ground to call if something goes wrong at 2am. We solve that. We are the coordination layer that makes sure the executive is protected, the employer's duty of care is met, and the advisors involved are working from the same page.
Expatriate Financial Protection
For private Trustees, Executors, Agents under POAs and their counsel.
An independent, credentialed accounting — prepared by a licensed fiduciary with a Big 4 analytical background — that gives beneficiaries, co-trustees, counsel, and courts genuine confidence in the record. Available as a standalone engagement, separate from any trustee role
"..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)
