Our Services
What We Do
Peace of Mind
All great relationships are built on trust. When it comes to finding a partner to ensure your wishes honored and estate plan goals are met, the decision is as personal as it is financial. It’s about more than expertise and services. It’s peace of mind knowing that Santa Barbara Fiduciary is here to help you, for generations.
Tailored Solutions
No two individuals or families are identical. Clients come to us at different stages of life, with different objectives in mind, and our customized approach enables us to meet each need at the proper time and in the proper measure.
Expert Guidance
As you move through life, you’ll make important decisions with a lasting impact. And you’ll want guidance from experts you trust, who understand and take on the care and concern you have for the people close to you. We’ll help you meet the needs of the present and plan for the future. You’ll have peace of mind knowing Santa Barbara Fiduciaryis here to help you, for generations.
OUR SERVICES
We serve in fiduciary appointments, such as trustee, executor, durable power of attorney, and health care agent, to help preserve, grow and distribute our clients’ wealth the way they want – both during their lifetime and the lifetimes of those important to them – whatever your personal, family, business, political or financial circumstances.
We assist executors, trustees, and guardians to administer estates and trusts in an organized, timely, tax-efficient manner, while seeking to minimize fiduciary stress and family conflict and helping to preserve positive personal and family legacies.
As personal financial matters become more complicated – finding time to focus on the daily tasks of money management becomes more difficult. Santa Barbara Fiduciary provides fully managed accounting and financial concierge services, so you can spend more time doing what you enjoy.
Looking ahead? Clarity is the first step towards success. Whether you have already clearly defined your goals or need guidance to to plan for your future, our intake process ensures your wishes are understood and documented.
Coordinated advice can help your clients achieve their goals. Explore ways to partner with us.
Skillful guidance and expert solutions for life transitions
OUR SPECIALIZATION
Accounting & Finance
We love numbers. Our expertise includes accounting for complex trusts with assets that include operating businesses, multi-family rental and commercial properties, managed investment accounts, and other sophisticated investments from a few million to hundreds of millions of dollars in value. We have traced and recovered unidentified assets for elderly decedents’ estates and have assisted in dispute resolution among beneficiaries.We develop tailored policies and procedures to streamline the accounting process and prepare financial records in a manner that support our clients’ needs to the fullest.
Let us act as your personal CFO.
Managing Complex Assets
We have experience with all kinds of assets, including stocks and bonds, real estate, farms, closely held businesses, mineral properties, international investments, and collectibles.
Complex Administrations
We implement complex techniques, such as LLPs, ILITs, GRATs, and QTIPS, that may be used in your estate plan in order to achieve your family, business, tax and estate planning goals.
Elder Support & Preparedness
Our holistic approach to fiduciary services takes into account the the whole person, including their emotions, values, and unique family dynamics. We help our clients navigate the complexities of the aging process, including issues pertaining to health, caregiving, family relationships, quality of life and end-of-life decision making.
Organization & Technology
Our strong organizational skills give us the ability to manage our duties through wise planning, time optimization, detail orientation and prioritization. We utilize best-in-class tools, technology and resources.
“Life is a gift and it offers us the privilege, opportunity, and responsibility to give something back by becoming more.”
-Tony Robbins
