PROFIDUCIARY

At ProFiduciary, we are a team of financial, trust, and estate professionals who have spent decades building relationships with individuals and families to preserve their wealth and pass it on to loved ones and charitable institutions... Whether you have sought out ProFiduciary following a recommendation from an attorney or financial advisor or are a private individual independently seeking guidance, you will benefit from our unique capabilities. We specialize in trust and estate administration and work closely with our clients' attorneys, investment managers, property managers, and tax professionals. We are the liaison for our clients and their professional team, advocating for you and your beneficiaries while freeing you to spend more time living your life.

Also known as: ProFiduciary, Inc.

Primary location: San Diego United States