As trustees, we protect our clients’ wealth and legacies to
help them achieve The American Dream.
What We Are:
A Chartered, Licensed Trust Company Based in California.
We are a chartered trust company in California. Our regulators regularly examine us and hold us to a high standard of integrity. We are proud to have our trust company charter and consider it a privilege to be your fiduciary and protector.
For several reasons, the United States is still a top destination for holding and managing multi-generational wealth. This country has a strong rule of law and respect for property rights and it still rewards hard work and business success. With a strong tradition of individual rights, it is still a highly desirable place to live, raise a family and educate children. While our clients all have deep love for their countries of origin, our clients universally recognize the compelling reasons for protecting all or at least a portion of their assets in the United States.
The majority of our clients desire to live in California due to the good weather, local fresh food, high quality of life and healthy lifestyle. Our team also lives and works in California and we are well-positioned to welcome new immigrants to California and to work with those who are already here. We can meet with you wherever you are in California!