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Monterey Trust Management
Private Client Services
400 Camino El Estero
Monterey, CA 93940
Phone: 831-646-5262
Fax: 831-646-5281


SENIOR ADVOCATE
By Liza Horvath

The Shoemaker's Shoes

Events like these tend to bring important things into focus. After giving thanks for the safekeeping of my friend and spouse, I remembered that "the cobbler's children have no shoes." I spend my days (and many nights) thinking about, worrying over and planning for my client's estates, their sometimes troubled families and their most personal concern - but what about my planning?
(read more)


Investing for Impact

But what does "At All Costs" really mean? Can we, in good conscience, invest in companies whose sole focus is bottom line profit when pollution, employee rights and sustainability are ignored?
(read more)

 

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Front Row: Liza Horvath, President & CEO; Joy Julian, Project Manager;
 Back Row: Nick Horvath, IT Department
Not Pictured: Skip Wickiser, Vice President & Manager, Real Estate Division;
Isaac Drake, Accounting Division; Stacey Councell, Executive Assistant

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. 

 

 

SIDEBAR

TRUSTEES & TRUSTEE DUTIES

PLANNED GIVING & CHARITABLE BEQUESTS

ESTATE PLANNING FOR PETS

YOUR ESTATE PLAN

CRITICAL CHOICES FOR HEALTH CARE

FAMILY OFFICE

AGENCIES: WHO DOES WHAT



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