Telephone:
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+1 415-222-1399
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Address:
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420 Montgomery St, San Francisco, CA, 94104
b/t Sacramento St & California St
Financial District
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Nearby public transportation stops & stations:
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200 ftSacramento St & Montgomery St
440 ftSacramento St & Sansome St
450 ftClay St & Montgomery St
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Categories:
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Today |
9:00 am – 5:00 pm
Closed now
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Local time (San Francisco) | 08:28 Wednesday, 23 April 2025 |
Monday | 9:00 am – 5:00 pm |
Tuesday | 9:00 am – 5:00 pm |
Wednesday | 9:00 am – 5:00 pm |
Thursday | 9:00 am – 5:00 pm |
Friday | 9:00 am – 5:00 pm |
Saturday | – |
Sunday | – |
Specialties
I bring 14 years of being an estate planning attorney to the role of trust officer/advisor for high net worth individuals and family clientele of Wells Fargo Private Bank.
I work with families who need a successor trustee they can rely on to carry out estate administration. I work with the trust creators and the trust beneficiaries to meet the goals of the trust and for the family, as a whole.
I also serve the larger role as a wealth management advisor from the fiduciary point of view. In that role, I work with current client families and prospective client families on regularly evaluating their wealth management needs (estate planning, wealth transfer, specialized asset management, unique beneficiary concerns, philanthropy, family dynamics) and coordinate those investment and fiduciary services the Private Bank offers.
A client thanked me for bringing a soulful approach to the intersection of banking and law and I think that’s an apt description of how I go about things.
Meet the Business Owner
Michael B.
Business Owner
Michael is a rare find in today’s trusts and estates world: a true consigliore with a strong legal and financial background, but with the ability to communicate with folks in plain «English.»
Michael has over fifteen years experience helping people with the full spectrum of issues that arise from preparing their estate plan and then carrying it out, when necessary. As a former estate planning attorney, Michael advised over 1000 client families. He was named «Best of Yelp» for estate planning for five consecutive years. Michael also had an active litigation practice and is adept at finding solutions that do not involve going to court.
Michael lives in Marin with his wife, son and twin daughters. Michael draws on his experience as an estate planning attorney, a small business owner, a world traveler, an Eagle Scout, and a member of the Burning Man community.