Monterey Trust Management
Enhanced 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 try.
Just reading fellow columnist Peter Hoss' articles on the growing
problem of senior scams emphasizes the escalating problem.
scenario - or a similar version - plays itself out every day. Once 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
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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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