Concierge Fiduciary Support for Trusts, Estates and Personal Finances
When life gets complex, we bring order and confidence to your financial world.
When life gets complicated - illness, incapacity, distance, or family dynamics - Presidio Private steps in to handle financial administration and coordination so everything keeps running smoothly.
We serve as:
Concierge money manager and bill-pay support (retainer-based)
Agent under Power of Attorney during illness or crisis
Trust & Probate administration with neutral oversight and documented process
Who We Help
Individuals and Families
We work with individuals and families who need a capable, independent professional to take responsibility for day-to-day financial administration.
Typical situations include:
Individuals without nearby family support
Adult children managing from a distance
Aging, Illness, or cognitive decline
Complex Trusts or multi-beneficiary dynamics
Situations where neutrality and discretion matter
Professional Advisors
We partner with estate attorneys, CPAs and wealth managers who need a reliable fiduciary to step in, stabilize matters and administer financial responsibilities cleanly and professionally - without creating friction.
What we Do
We handle the work that protects families - and keeps life running smoothly. Our role is to take over financial administration when needed and act as a neutral point of coordination to reduce stress, confusion and family conflict.
monthly bill pay and household financial administration
account oversight, record keeping, reporting and secure documentation
coordination with attorneys, CPAs, wealth managers and care teams
acting under Power of Attorney as required
trust administration, beneficiary communications and fiduciary accounting
probate administration
We bring global experience, rigorous systems, and professional standards, but we deliver them with the care of someone who knows how personal these moments are. The result: clients feel confident, supported, and understood - even in the most complicated transitions.
Our Services
Tailored financial services for individuals and families, delivered with confidence and compassion.
We act as Agent under Power of Attorney to manage financial and health matters when individuals are unable or prefer not to handle them themselves.
We manage the day-to-day financial details and coordinate with key advisors to help clients stay organized, supported, and stress-free.
Expert management of Trusts to protect and grow your assets and take care of your beneficiaries
We lead complex planning projects for clients who need expert coordination and alignment across their legal, tax, and financial advisors.
"..without you, nothing would add up!"
Jack P
"You have such kindness and grace about you that few have and I will never forget everything you did for all of us"
Stacey B
"....wanted to send our...appreciation for all that you have done and are still doing."
"(We) are so grateful for you"
Catherine D.
Marion H
Licensed by the Professional Fiduciaries Bureau (PFB)
PFB is governed by the California Department of Consumer Affairs
Nationally Certified Guardian
Member of the Professional Fiduciariy Association of California (PFAC)
Member of the National Guardianship Association (NGA)
