Monterey Trust Management
The very disturbing part
of this scenarios is that Steve was initially convinced the call was
authentic. Steve is smart - a lawyer, in fact - and, because he works
every day in the world of laws, courts, judges and criminals, the
reality that he was taken in - albeit briefly - should be of significant
concern to all of us.
2012, Sasha filed a petition with the court to have her father "presumed
dead." It was not a petition she wanted to file - it seemed that by
doing so she was admitting he was gone and she would be alone in the
world. Sasha's mother and father never married and Sasha's siblings were
step-brothers and sisters in name only. She never felt connected to that
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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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