Fiduciary Services
Trusts • Family Offices • Conservatorships
About Michael
My experience began with a grantor who developed vascular dementia and who was no longer able to manage his businesses and finances. I stepped in to manage his end of life care, businesses, finances and investments including the Bernie Madoff claw-back. I managed and scheduled his caregivers and numerous doctor appointments. This Grantor developed severe dementia over time and, every step of the way, I endeavored to help him to enjoy a high quality of life...
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My leadership style is highly inclusive and communicative. I build strong teams and bring together subject matter experts to help me make the strongest decisions possible.
Testimonials
Michael's firm and trustworthy hand on the tiller during a stormy period in my patient's life made everything markedly easier for the entire family!
Dr. Brandon Koretz, MD, MBA
Chair in Geriatric Medicine, UCLA
Michael and I worked together to ensure the highest possible level of end of life care for my client.
Catherine Jonas, CMC, LMFT
CJ & Associates Care Consulting
Founder & President
Michael Polier is a knowledgeable, effective communicator with a grounded sense of ethics and integrity. He is effortless to connect with, highly collaborative, and a genuinely thoughtful fiduciary.
Former Client & Beneficiary
Michael’s conversations with our family ranged from sensitive personal issues to a broad range of challenging estate and financial matters. At all times, Michael exhibits an unwavering commitment to resolving complex situations with highest good for all in mind.
Former Client & Beneficiary
There are certain people who have an uncanny ability to listen well, see around corners, and create a positive and lasting impact on generations. –– Michael is one of them.
Former Client
Michael is extremely thorough and detail oriented. He is prompt and timely with communications and proactive with tasks large and small. Michael is a "get it done" kind of person and it was a pleasure to work with him.
Former Client
Services
End of Life Care
Management, oversight & advisory for at home care, facility care, caregiving staff, medical teams and supportive programming.
Estate Inventory
I handle everything from inventory & appraisals to beneficiary distributions, sales, and donations.
Beneficiary & Stakeholder Management
I take a highly communicative and inclusive approach ensuring that everyone's needs are being addressed and facilitated with empathy and understanding.
Trust Administration
I bring years of experience handling complex estates, ensuring seamless administration while upholding the wishes of the grantor and facilitating the needs of the beneficiaries.
Business Management
I step in to help run and, in some cases, wind down businesses including M&A, re-orging, board development, asset management, and operations.
Fiduciary Services
I ensure that financial and legal matters are managed ethically, efficiently, and in strict accordance with the terms of the trust and applicable laws.
Conservator of the Person / Estate
I protect and manage the personal care or finances - or both - of a person who has been found by a judge or a jury to be unable to manage their own affairs.
Limited & Temporary Conservatorships
I step in and take care of a conservatee's immediate and urgent needs until a general or limited conservator is appointed.
Philanthropic Advisory
I work with trusts, family offices and beneficiaries to help donors define their charitable goals and develop a plan to achieve them.