Contact Us

Contact Us

Reach out to us for personalized assistance.

Location

Santa Barbara, California

Hours

9 AM - 5 PM

Frequently Asked Questions

What services do you offer?

We provide financial management, guardianships, trustee services, and customized solutions for complex projects.

How can you assist families?

We support families through transitions, offering compassionate guidance and tailored financial services to ensure peace of mind.

What is your expertise?

We specialize in international tax and accounting, serving high-net-worth individuals and families with over 25 years of experience.

How do you ensure confidentiality?

We prioritize your privacy and confidentiality in all our financial services and management practices.

Can you help with financial abuse?

Yes, we provide support and guidance to protect vulnerable individuals from financial abuse.

Who do you serve?

We serve individuals, families, and high-net-worth clients needing tailored financial solutions and compassionate support.