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+1 805-856-3400
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| 1893 Knoll Dr, Ventura, CA, 93003 | |
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1.1 miEast Ventura
1.5 miGold Coast Transit
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Specialties
We specialize in:
* Estate Planning… for individuals & couples
* Business Planning… for entrepreneurs & family businesses
* Trust Administration & Probate… for families
* Charitable Giving & Foundations… to give back
For over thirty years, we have served our clients with a combination of technical expertise, sensitivity and understanding. We work closely with our clients to educate them on how to transfer their hard-earned assets to their family and community in ways that are consistent with their values, goals and aspirations and help them navigate the complex rules and laws that regulate trusts and the flow of wealth from one generation to the next.
Knowing that only teamwork can achieve the best outcome for our clients, it is our pleasure to work closely with our clients’ other trusted advisors, including their accountants, financial and insurance advisors.
