At Santa Barbara Fiduciary, we serve as a source of security, compassion and strength to elders, and those supporting them, through challenging life transitions. We understand personal objectives and diligently implement succession plans. We help our clients assess, plan, implement, and monitor their financial, legal, and personal care needs with expertise, integrity, and empathy.
By having a deep understanding of how responsible stewardship of assets through generations works, and translating that in to efficient and meaningful fiduciary services, we’ve built a distinct track record of success. We take pride in our ability to handle accountings, manage complex assets, implement complex administration techniques, support elders, and utilize technology.
It is our duty and honor to protect the wishes and best interests of those we represent.