Nanette & Family provides Family Office Services for individuals and their families. Nan is professional fiduciary with California and national licenses, and her daughter Erin is a licensed real estate professional. We often serve as trustee, manage family companies, foundations and properties, oversee investments, provide bookkeeping, and coordinate tax filings. We take on the details so you can focus on caring for the people and causes you love.
Rock Wall Wine Company, Alameda CA (a favorite of ours!)
What is a Professional Fiduciary?
A professional fiduciary is a non-family member who takes care of the property or estate of another person. By law, a professional fiduciary is obligated to put the client’s interests ahead of her own. Professional fiduciaries are licensed by the State of California and the national Center for Guardianship Certification. A fiduciary’s role is not merely that of business manager, decision-maker, or guardian. They also manage services like medical care, investments, real estate, personal property, public benefits, assets and distributions. A fiduciary works to provide mental and emotional well-being, reduces the stress of changing circumstances or unexpected events, and, helps each client, and their families, enjoy fulfilling lives.
Let us help your family!
“Someone's sitting in the shade today because someone planted a tree a long time ago.”
— Warren Buffet
What can we do for your family?
Every family, like an airplane, needs redundant systems to ensure that the family’s assets are preserved and protected over time. Today professional money managers are no longer obligated to serve in dual capacities as investor and fiduciary. By contrast, professional fiduciaries have only one objective: to serve the client’s best interests. We do not manage money, but we monitor your investments. We do not perform legal services, but we carry out your wishes and trust documents. We simply serve you.
Whether it’s paying bills on time, communicating with beneficiaries, monitoring investments and health care, or managing family foundations, partnerships or property, Nanette & Family is ready to help.
