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Monterey Trust Management
Private Client Services
400 Camino El Estero
Monterey, CA 93940
Phone: 831-646-5262
Fax: 831-646-5281


SENIOR ADVOCATE
By Liza Horvath


Window of Opportunity for Scammers

The very disturbing part of this scenarios is that Steve was initially convinced the call was authentic. Steve is smart - a lawyer, in fact - and, because he works every day in the world of laws, courts, judges and criminals, the reality that he was taken in - albeit briefly - should be of significant concern to all of us.
(read more)


Missing and Presumed Dead

In 2012, Sasha filed a petition with the court to have her father "presumed dead." It was not a petition she wanted to file - it seemed that by doing so she was admitting he was gone and she would be alone in the world. Sasha's mother and father never married and Sasha's siblings were step-brothers and sisters in name only. She never felt connected to that family.
(read more)

 

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Front Row: Liza Horvath, President & CEO; Joy Julian, Project Manager;
 Back Row: Nick Horvath, IT Department
Not Pictured: Skip Wickiser, Vice President & Manager, Real Estate Division;
Isaac Drake, Accounting Division; Stacey Counsell, Executive Assistant

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. 

 

 

SIDEBAR

TRUSTEES & TRUSTEE DUTIES

PLANNED GIVING & CHARITABLE BEQUESTS

ESTATE PLANNING FOR PETS

YOUR ESTATE PLAN

CRITICAL CHOICES FOR HEALTH CARE

FAMILY OFFICE

AGENCIES: WHO DOES WHAT



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