A Unique Approach to Trust Services
Committed to your plan and objectives
Stability and continuity. Expertise and attention.
We provide the stability and continuity of a regulated trust company, with the expertise and attention of a private trustee.
We are a private financial institution chartered in both California and Nevada and make certain that your trust and estate plan are administered in accordance with your wishes.
Our fees for estate settlement and administration are competitive with, and are often more favorable than, the fees charged by “full service” banks and trust companies.
Independent and unbiased
In our exclusive role as trustee or executor, or as co-trustee and co-executor with a family member or trusted friend or advisor, we are committed to delivering superior, unbiased trust services.
We do not provide investment management services. Instead, we utilize third-party investment professionals, in most cases the advisor or advisors with whom our client has a long-standing relationship.
Objective advice
We are committed to diligent oversight and monitor the activity of third-party investment professionals. Our clients benefit from sound, unbiased advice and trust services.
The objectivity of your trustee is important. Our clients are assured that we are free from biases that may result in repositioning of assets into proprietary funds and other investment vehicles.
Our Trust Services
Charitable Trusts
We carry out the philanthropic wishes of our clients and work with their advisors to take advantage of tax benefits that may be available through charitable planning and giving.
Nevada Trusts
San Pasqual Trust of Nevada is able to administer Dynasty Trusts, Directed Trusts and trusts intended to take advantage of a more favorable tax jurisdiction.
Private Foundation Management
We administer Private Foundations established by clients, often working with children, grandchildren, and other family members to carry out family philanthropic goals.
Trust & Estate Settlement Services
We handle all aspects of estate settlement and administration, including asset valuation, working with estate planning and tax professionals to prepare estate tax and final personal tax returns, and re-titling of assets and distribution to ongoing trusts or directly to beneficiaries in accordance with the estate plan.
Revocable & Irrevocable Family Trusts
The majority of our work as a trust company is the administration of Revocable and Irrevocable Trusts established for the lifetime benefit of children, grandchildren, and other family members. We have longstanding relationships with many of our trust beneficiaries and attempt to develop a positive and productive relationship with each of them.
“We created this company to combine the benefits of a regulated trust company with the personal service of a private trustee.”
Richard H. Patterson, Jr.
Chairman and Chief Executive Officer
