Monterey Trust Management
This scenario - or a
similar version - plays itself out every day. One child makes their home
near the parents while another leaves the area, counting on the "stay at
home" sibling to care for aging parents. The at-home child may initially
feel pride that a parent looks solely to them for care but,
unfortunately, that pride can turn to resentment when they see that
sister or brother is off enjoying life while they are feeling
overwhelmed by the medical, housing and financial needs of a parent.
assets, however, are often overlooked by planning advisors and can be
entirely out of view when considering planning. Most of the time, the
oversight does not result in any particular harm, but the impact of
virtual currency, Bitcoin in particular, is changing every moment and in
the not too distant future may be a part of everyone's lives.
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Unlike traditional wealth management firms such as banks and brokerages, Monterey Trust Management, Private Client Services does not sell investment and financial products.
We do two things and we do them extremely well:
Family Office Services and Trustee Services
Monterey Trust Management works with your team of trusted advisors in a fully objective capacity helping identify and facilitate sophisticated legal and financial solutions.
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