Licensed Professional Fiduciary
Current• Marshall assets of high net worth trusts and estates including real property and financial assets.• Direct decisions on financial portfolios under prudent investor rules while maintaining communications with financial advisors to journal assets under multiple accounts. • Manage portfolio of rental properties as business within estate management and communicating with guests to ensure satisfaction and providing directive to employees for smooth turnovers.• Communicate and navigate San Francisco Probate Court legal processes & procedures.• Negotiate and manage vendor & contractor contracts for construction projects and real property management. • Coordinate and delegate real property sales in San Francisco Bay Area and other regions of CA.• Manage communications between attorney, financial advisor, and beneficiaries regarding estate matters.• Coordinate international tax matters for beneficiaries outside of United States. • Act as Durable Power of Attorney for clients as well as international beneficiaries.