Private Fiduciary Solutions LLC provides private fiduciary services for high-net-worth families, offering a personal, knowledgeable alternative to appointing a family member or relying on a corporate trust company. The firm’s services include professional trustee appointments, trust administration, and estate settlement. When it also serves as trustee, the firm will accept appointment as personal representative or executor following a client’s death.

Its team includes attorneys, certified public accountants, and investment advisors with experience in financial, tax, and fiduciary matters. Private Fiduciary Solutions emphasizes skilled, unbiased service focused on each family’s circumstances, legacy, and beneficiaries. Its approach is intended to help families avoid the potential conflicts that can arise when a relative serves as trustee, as well as the frequent personnel changes and impersonal service families may encounter at larger trust companies.

The firm presents itself as a preferred trustee for high-net-worth families and is committed to acting in their best interests. Prospective clients can contact Private Fiduciary Solutions by phone or email to learn more about its services, fees, and resources.