Our Services

Tailored financial services for individuals and families, delivered with compassion and confidence.

Financial Management

We provide hands-on support with everyday financial tasks to help clients stay organized, informed, and in control. From bill payment and budgeting to account monitoring and recordkeeping, we keep life running smoothly. We can coordinate with accountants, attorneys, and healthcare providers, offering clarity and stability during life transitions or as ongoing support. This tailored service is ideal for anyone seeking peace of mind that their financial life is in good hands.

Private Client Planning Services

For those with with international interests, cross-jurisdictional issues, or significant life transitions, we lead and manage more complex financial projects.

This concierge-style service is ideal for clients who don’t need a full family office - but require trusted, experienced oversight to keep everything on track.

Whether it’s preparing for a change in tax residency, restructuring ownership of international assets, or aligning your legal and financial advisors across borders to optimize your position, we take the lead. Acting as the central point of coordination, we work directly with your attorneys, accountants, and wealth managers to ensure the right steps are taken in the right order - with nothing lost in translation.

Our role is to simplify complexity, prevent costly missteps, and give you clarity and control during high-impact planning moments.

Power of Attorney

As Agent under Power of Attorney, we step in to manage financial, legal, and administrative tasks with care and discretion. Whether due to illness, absence, or personal preference, our clients rely on us to act in their best interests - handling everything from bill payments to complex financial decisions while keeping clear, secure records and maintaining open communication with family or other stakeholders.

Trustee Services

As trustees, we take on the legal responsibility of managing trust assets with transparency, integrity, and attention to detail. We work closely with beneficiaries, legal advisors, and other parties to ensure that the trust is administered properly and in line with the grantor’s intentions. Whether it's a family trust, special needs trust, or other arrangement, we provide consistent oversight and impartial decision-making.

view of two persons hands
view of two persons hands
green plant in clear glass vase
green plant in clear glass vase
people using escalators
people using escalators
A clipboard with a blank payments checklist is placed on a marble surface next to an open laptop and a white pen. The setup appears to be organized for financial planning or administrative work.
A clipboard with a blank payments checklist is placed on a marble surface next to an open laptop and a white pen. The setup appears to be organized for financial planning or administrative work.

Frequently Asked Questions

What services do you provide?

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

Who can benefit from your services?

Individuals, families, and high-net-worth individuals needing support with financial management and transitions can benefit from our services.

How long have you been operating?

We have over 25 years of experience serving executives, families, and high-net-worth individuals in various financial roles.

What is your approach?

We provide tailored services with confidence and compassion, treating clients like family while maintaining professionalism.

Do you specialize in anything?

Yes, we specialize in international tax and accounting, ensuring comprehensive financial solutions for our clients.

A guard dressed in a formal uniform stands at attention in a sentry box outside a grand historic building with stone walls and large windows. An archway to the right shows part of a courtyard with parked cars and a couple of people walking in the background.
A guard dressed in a formal uniform stands at attention in a sentry box outside a grand historic building with stone walls and large windows. An archway to the right shows part of a courtyard with parked cars and a couple of people walking in the background.
Financial Management

Expertise in bill paying and financial oversight.

The image depicts the exterior of a UBS bank branch at night, with illuminated signage displaying the UBS logo and letters. The predominantly dark surroundings contrast with the brightly lit interior visible through the large glass windows.
The image depicts the exterior of a UBS bank branch at night, with illuminated signage displaying the UBS logo and letters. The predominantly dark surroundings contrast with the brightly lit interior visible through the large glass windows.
Guardianship Services

Compassionate support for vulnerable individuals and families.

A black and white image of a bank's interior, showing a row of teller stations with glass dividers. Two employees are seated behind the counter and one is using a phone. Two men in suits are visible in the foreground, presumably customers, interacting with documents.
A black and white image of a bank's interior, showing a row of teller stations with glass dividers. Two employees are seated behind the counter and one is using a phone. Two men in suits are visible in the foreground, presumably customers, interacting with documents.
A clipboard with a blank payments checklist is placed on a marble surface next to an open laptop and a white pen. The setup appears to be organized for financial planning or administrative work.
A clipboard with a blank payments checklist is placed on a marble surface next to an open laptop and a white pen. The setup appears to be organized for financial planning or administrative work.
Trustee Services

Reliable management of trusts and estates.

International Tax

Specialized accounting for high-net-worth individuals.

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Presidio
Private Trustees & Fiduciaries

Tailored Family Financial Solutions in Santa Barbara

How Can We Help You?

+1-805-892-6973

© 2025. All rights reserved.

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)

Contact Us

info@presidioprivate.com