Monterey Trust Management
Events like these tend
to bring important things into focus. After giving thanks for the
safekeeping of my friend and spouse, I remembered that "the cobbler's
children have no shoes." I spend my days (and many nights) thinking
about, worrying over and planning for my client's estates, their
sometimes troubled families and their most personal concern - but what
about my planning?
what does "At All Costs" really mean? Can we, in good conscience, invest
in companies whose sole focus is bottom line profit when pollution,
employee rights and sustainability are ignored?
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Unlike traditional wealth management firms such as banks and brokerages, Monterey Trust Management, Private Client Services does not sell investment and financial products.
We do two things and we do them extremely well:
Family Office Services and Trustee Services
Monterey Trust Management works with your team of trusted advisors in a fully objective capacity helping identify and facilitate sophisticated legal and financial solutions.
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