San Pasqual Fiduciary Trust Company. Only California-based trust company dedicated. To providing trustee-only services. Our firm combines the best qualities of a private. Trustee personalized service, attention to detail. And a focus on our clients’ well-being along. With the security and continuity of a regulated. San Pasqual Trust A Unique Approach. Four Questions for Investment Advisors. Warren Group Studio Deluxe.
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San Pasqual Fiduciary Trust Company
550 Sou●●●●●●● Street
Los ●●●●eles , CA, 90017
US
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Salinas, Armando
550 ●●●●e St
Los ●●●●eles , CA, 90071
US
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SPFTC
Salinas, Armando
550 Sou●●●●●●● Street
Los ●●●●eles , CA, 90017
US
View this contact
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San Pasqual Trust | spftc.com Reviews
https://spftc.com
San Pasqual Fiduciary Trust Company. Only California-based trust company dedicated. To providing trustee-only services. Our firm combines the best qualities of a private. Trustee personalized service, attention to detail. And a focus on our clients’ well-being along. With the security and continuity of a regulated. San Pasqual Trust A Unique Approach. Four Questions for Investment Advisors. Warren Group Studio Deluxe.
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News • San Pasqual Trust
http://www.spftc.com/news
San Pasqual Trust – A Unique Approach. By Richard Arnold, San Pasqual Trust. Despite the benefits of using an individual as a trustee, there can be concerns:. What if the individual trusted advisor no longer is able to serve as trustee? Who should be successor? Will the successor know who, and what, the initial trustee knew? What if the private trustee doesn’t have the mix of expertise called for in the job description? What if no individual is available in the first place? San Pasqual Trust - A Unique A...
Board of Directors • San Pasqual Trust
http://www.spftc.com/about/board-of-directors
Philip V. Swan. Chairman Emeritus; Private Trustee (Retired). Richard H. Patterson Jr. Chairman and Chief Executive Officer, San Pasqual Trust. Richard S. Arnold. Founding President, San Pasqual Trust; Private Trustee. James L. Cronk. Senior Vice President; Operations and Technology Project Management, D.A. Davidson. Daniel W. Drake. Managing Director, J.P. Morgan (retired). Donald E. Hall. Founder, Hall Capital, LLC. William D. Horsfall. Partner, Lucas, Horsfall, Murphy and Pindroh (retired).
Executive Staff • San Pasqual Trust
http://www.spftc.com/about/executive-staff
Our senior staff are veteran trust professionals with decades of experience as estate planners, financial managers and private fiduciaries. Richard H. Patterson, Jr. Richard H. Patterson, Jr., is the Chairman and Chief Executive Officer of San Pasqual Trust. From 1996 to 2007, Mr. Patterson served as Vice President and General Counsel for the Braille Institute of America. He is. Leeann W. Davis. Armando R. Salinas. Mimi White is Senior Vice President of Trust Operations for San Pasqual Trust. Ms....Mimi ...
Trustee Services • San Pasqual Trust
http://www.spftc.com/trustee-services
We administer many types of trusts. These include family trusts, charitable trusts, private foundations, and Employee Stock Ownership Plans. We also serve as a court-appointed neutral trustee, and we administer trusts and estates as an executor or trustee in post-death circumstances. Estate Planning Advisory Role:. We often collaborate with our client’s existing team including their estate planner, accountant and other advisors to implement the goals and objectives of each trust.
San Pasqual Trust – A Unique Approach • San Pasqual Trust
http://www.spftc.com/2013/05/san-pasqual-trust-a-unique-approach
San Pasqual Trust – A Unique Approach. By Richard Arnold, San Pasqual Trust. Despite the benefits of using an individual as a trustee, there can be concerns:. What if the individual trusted advisor no longer is able to serve as trustee? Who should be successor? Will the successor know who, and what, the initial trustee knew? What if the private trustee doesn’t have the mix of expertise called for in the job description? What if no individual is available in the first place? San Pasqual Trust - A Unique A...
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Fiduciary & Trustee Industry News | Foster Thornton LLC
http://www.fosterthornton.com/resources/news
Bringing Order to Life’s Transitions. News From: Foster Thornton LLC. Real Estate Veteran Rik Floyd, MBA, CLPF, Associates With Foster Thornton LLC Fiduciary Services as California Licensed Professional Fiduciary. Many estate, probate and trust matters involve complex real estate holdings. Mr. Floyd’s prior commercial real estate career included assisting many clients with their estate planning needs. His background and experience align with Foster Thornton’s objective to provide personalized...Mr Floyd ...
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San Pasqual Trust
San Pasqual Fiduciary Trust Company. Only California-based trust company dedicated. To providing trustee-only services. Our firm combines the best qualities of a private. Trustee personalized service, attention to detail. And a focus on our clients’ well-being along. With the security and continuity of a regulated. San Pasqual Trust A Unique Approach. Four Questions for Investment Advisors. Warren Group Studio Deluxe.
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