“Someone's sitting in the shade today because someone planted a tree a long time ago.”
— Warren Buffet
Nanette & Family LLC provides professional fiduciary services for individuals and their families. We serve as trustees, successor trustees, or family office executives. We help clients create estate plans, manage finances, grow your legacy, and support your family through major life events. We take on the details so you can focus on caring for the people and causes you love.
What can we do for your family?
As professional fiduciaries, we have only one responsibility - to serve your best interests. We frequently act as trustees who carry out everyday activities spelled out in family trust documents. We monitor your investments, pay bills, make distributions, coordinate tax filings and administer family properties, companies, partnerships and foundations.
And when it’s time, we can oversee a beneficiary’s health support plan and carry out trust administrations. Nanette & Family LLC is ready to help you and your family.
What is a Professional Fiduciary?
A professional fiduciary is a non-family member who takes care of the property or estate of another person. Professional fiduciaries are licensed by the State of California and the national Center for Guardianship Certification. A fiduciary’s role is that of trusted counselor, business manager, decision-maker, or guardian. We also manage services like medical care, investments, real estate, personal property, public benefits, assets and distributions.
Let us help your family!
