While we are renowned as the pioneer in Private Retirement Plan Trust Administration, our technology platform was also built to accommodate and support all other advanced integrated Trusts – for total wealth management.

Specializing in Complex Trust Administration

Our specialty, systems, and firm value is focused on advanced Trusts that have lots of complex assets, moving parts and activity that require constant pro-active management.  Hence the derivation of our firm name TRUST-CFO® – we act as the CFO for our client’s “active” Trusts.  Our value, most assuredly, is that any other advisors simply don’t have the combined knowledge, skillset, or resources to ensure proper oversight of these valuable estate tools, so we fill that void by providing the experience and proven process to  ensure maximum asset values, minimized risks, and optimized Trust benefits.

We have a TRUST-CFO® Value Proposition Report that checklists all the required administration actions needed in all phases and stages for Private Retirement Plan & Trust management, as well as respective risk exposures for failure to execute on each.  Email trustadmin@trust-cfo.com to request this intensive Report, which makes us distinct as industry leader.

Strategic Partners

While we have many direct clients, our trust administration platform is also offered as a back-office support service to our (select) strategic partner alliances – including some of California’s top law firms & attorneys, CPA firms & accountants, family offices, trust companies, and other approved advanced planning professionals.