California TRUST CO.

 Earning Your Trust Every day sm

California Trust's Partners

Attorneys, CPAs, Investment Advisors, Trustees, Family Offices, Insurance Brokers, Real Estate Brokers

 

California Trust works with skilled professionals, as part of a team, to deliver the very best results for our mutual client. By defining what each of us contributes, we work as a successful team under the direction of our client.

 

Our services are provided individually or fully depending on our client's need. If a directed approach is desired we work with investment advisors as a trustee. If we are to manage real estate we can act as the property manager, lender and broker. If asked to provide reliable income for a disabled person as part of a special needs trust or to create a defined benefit plan for retirement we can provide insurance services. For example, we work with skilled Trust & Estate attorneys to codify the Trustor's wishes and for representative payee and estate tax preparation we work with skilled CPAs.


The bottom line ...we have a high commitment to integrity in our relationships with advisors and clients. 


Contact us today to learn how we can contribute to your advisory team.