Monterey Trust Management
Digital assets, however,
are often overlooked by planning advisors and can be entirely out of
view when considering planning. Most of the time, the oversight does not
result in any particular harm, but the impact of virtual currency,
Bitcoin in particular, is changing every moment and in the not too
distant future may be a part of everyone's lives.
is the planning process, however, that often allows us to witness our
fellow man at his best - contemplating life, thoughtfully making
decisions and expressing care and deep concern for the ongoing welfare
of loved ones. At times a client's reflection can involve the
recognition that a spouse or child lacks certain strengths and could, in
fact, be vulnerable after we are gone.
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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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