Grow and Preserve your Wealth through Strategic Management Decisions and Execution
Are you considering the use of a Fiduciary?
A fiduciary is a person who holds a legal or ethical relationship of trust with one or more other parties. Typically, a fiduciary prudently takes care of money or other assets for another person.
The consideration of a “fiduciary” is one of the most important decisions when planning for an estate or trust administration, guardianship or other representation. While many families have trusted relatives to fill these roles, some do not. Alternatives to family members include close friends, corporate fiduciaries and other professionals.
When considering your available choices to serve in one or more fiduciary roles, you will want to include the fiduciary’s experience, integrity, and reputation.
Thank you for reviewing this website. If accomplished credentials and experience are what you are looking for to assist and guide you in important financial decisions, please give John a call at 561.373.3203 or click the button below and complete our Contact form.
TRUST
INTEGRITY
EXPERIENCE
Services
Patten Fiduciary Services offers a unique opportunity to a highly experienced professional for trust, estate and guardianship administration
Trustee / Co-Trustee
Complete Administration including investment management, discretionary distributions, accountings and tax filings (with CPA) for revocable or irrevocable trusts.
Investment Advisor Representative
Investment management of portfolios (individuals, IRA’s, companies and charitable organizations) working under supervision of a local Registered Investment Advisor. (RIA)
Power of Attorney
Broad powers or can be a limited POA to fill the void of family representation, as needed by my client. This may include serving as Healthcare Surrogate.
Personal or Co-personal Representative
Complete estate settlement including collaboration with legal counsel and tax advisor of your choice.
Trust Protector
Under terms of governing trust agreement to provide experience in advising trustee(s) in making administrative decisions.
Expert Witness
Experience in matters of fees and discretionary distributions.
Guardian of Property and/or Person
Limited number of clients. (Wards)
