San Pasqual Fiduciary Trust Company

San Pasqual Fiduciary Trust Company Overview

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About San Pasqual Fiduciary Trust Company

San Pasqual Fiduciary Trust Company is a private, state-chartered financial institution specializing in trust administration and fiduciary services. Established in 2007, the company operates in California and Nevada. It offers a unique "trustee-only" model focused solely on trust services without engaging in wealth management or investment advisory roles.

This independent approach ensures San Pasqual Trust acts in the best interests of its clients by providing unbiased and objective advice. The firm administers a diverse range of trusts, including revocable and irrevocable family trusts, charitable trusts, private foundations, and qualified domestic trusts.

Their expertise extends to managing complex assets such as real estate, private businesses, unique collections, and intellectual property holdings.

With over $4 billion in assets under administration, San Pasqual Trust serves approximately 280 client and family relationships. The company maintains a low client-to-professional ratio to ensure personalized service.

The firm's team comprises experienced professionals including former CPAs, attorneys, and certified trust and estate practitioners. They are all dedicated to delivering exceptional trust administration services.

Company Locations

San Pasqual Fiduciary Trust Company is headquartered in Los Angeles, California. It also maintains an office in Reno, Nevada.

  • Los Angeles, California: Headquarters
  • Reno, Nevada: Regional office serving clients in the region

San Pasqual Fiduciary Trust Company Frequently Asked Questions

San Pasqual Fiduciary Trust Company hasn't posted any FAQs yet.