Expert Guidance • Unwavering Integrity • Your Peace of Mind

Management, oversight & advisory for at home care, facility care, caregiving staff, medical teams and supportive programming.

I handle everything from inventory & appraisals to beneficiary distributions, sales, and donations.

I take a highly communicative and inclusive approach ensuring that everyone's needs are being addressed and facilitated with empathy and understanding.

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.

I step in to help run and, in some cases, wind down businesses including M&A, re-orging, board development, asset management, and operations.

I ensure that financial and legal matters are managed ethically, efficiently, and in strict accordance with the terms of the trust and applicable laws.

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.

I step in and take care of a conservatee's immediate and urgent needs until a general or limited conservator is appointed. 

I work with trusts, family offices and beneficiaries to help donors define their charitable goals and develop a plan to achieve them.