Monterey Trust Management
Way back when, law
schools taught would-be lawyers about the "fertile octogenarian" - a
case in which an 80 year old woman conceived and bore a child -
underscoring the notion that an attorney should never do planning with
the assumption that a couple of certain age would have no children. That
case is so passé.
Alexander, Monterey-based talk show host and supposed financial advisor
was sentenced to nine years in federal prison Wednesday for bilking
investors out of $6.3 million in a Ponzi scheme that she and her
associated ran from 2006 to 2009. People liked Alexander and trusted her
- and there was, of course, the lure of exceptionally high interest on
their money invested.
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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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