Monterey Trust Management
Because death is a
rather unpopular topic, we estate professionals have resigned ourselves
to the fact that most people consider our work repulsive. However
unattractive our work may appear to outsiders, Estate Planners for the
most part love the profession and find it challenging and interesting.
Communicating that fun and excitement to clients...well, that can be
focus, however, can have its drawbacks. Unscrupulous individuals or
overreaching service providers may view the senior market as easy
targets with lots of bucks at their disposal and, unfortunately, that
vulnerability may be true. Just reading fellow columnist Peter Hoss'
articles on the growing problem of senior scams emphasizes the
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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.
|The information provided on this
website is intended as general reference information only, and is not
intended to be a substitute for professional advice based on a
particular or factual situation. The information on this web site does
not constitute professional legal advice, accounting or tax advice and
should not be interpreted as such. Although we have made every
reasonable effort to ensure that the information provided is accurate,
MontereyTrust, its Members, shareholders, managers and staff, make no
warranties, expressed or implied, on the information provided on this
web site. The user of the information contained herein accepts it as is
and assumes all responsibility for its ultimate use.
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