PRIVATE FIDUCIARY - Key Persons
Job Titles:
- California Licensed Professional Fiduciary
Job Titles:
- Personal Property Professional and Organizer
Laurie is a skilled financial professional with proven financial and operations management success. Her expertise includes accounting and finance, process development and compliance, process redesign, project management, and mergers & acquisitions. With Laurie's extensive background in the arts and corporate world, she is an important contact for clients, lending support with ongoing Trusts.
Job Titles:
- Private Professional Fiduciary
Mark established his private fiduciary practice in 2017 after assuming the trustee's role in a substantial family trust. Over the course of that administration, Mark worked with the family lawyers, CPA's, banks and securities companies to liquidate the family trust into four sub-trusts for the family beneficiaries. His work was lauded by both the professionals involved and the family members who were relieved that Mark took on the full responsibility of trustee.
Mark brings the same qualities he displayed in that administration to his private fiduciary practice. That is: financial expertise, a duty of loyalty to the estate and the beneficiaries, timeliness, and complete transparency in his communications. He sets himself apart with his unwavering dedication to those principles and his ability to work with sometimes difficult circumstances. Mark's educational and business background are the perfect backdrop for a private fiduciary.
As a lawyer in good standing with the California Bar, Mark is able to recognize all of the legal issues, and sometimes pitfalls, that most trust administrations will encounter. Having been a corporate lawyer, he is able to identify and retain knowledgeable and experienced attorneys and manage their work in an effort to keep trust expenses within reason. His experience has taught him that high quality legal advise prior to the problem is, in the long run, far more practical and frugal than addressing the problem after the fact, which can typically incur far greater legal expense.
As a former real estate executive who managed more than $100M of assets, Mark is well able to assume the portfolio management of trust real estate, insuring those assets are properly managed by experts in the field. Having had the responsibility of a Portfolio Manager overseeing P&L, supervision of asset management and leasing, planning of capital expenditures and operational budget, and financial analysis of refinancings and sales, he comes prepared to serve as the trustee of any estate which includes real estate as one of its assets.
Mark's nearly twenty years in running a $40M business provided him the opportunity to manage accounting and finance, human resources, legal, banking and risk management. Many of those same issues are present in most of today's trusts and estates. Having the ability to recognize and address those issues is key to a successful trust and estate administration.
Finally, and as importantly, Mark is able to work with all the divergent interests that trusts often present. His cool, calm and collected method of working with, and managing people serves him and his clients well in sometimes difficult scenarios. Having run though this process with his own family trust, Mark has first hand knowledge and experience of all the emotions that may be present in any trust situation. Unless those emotions and psychological concerns are recognized, appreciated, analyzed and addressed, the successful financial management of the trust is impossible.
A private fiduciary will be one of the more important life decisions you make. Do your homework and choose someone with the requisite skills and someone you have complete confidence in and gives you a high degree of comfort. Mark stands ready, willing and able to meet those standards.