In this episode of A Wealth of Knowledge, we shine a spotlight on the vital and multifaceted role of private professional fiduciaries. Hosted by Joseph Eschleman, President of Towerpoint Wealth, this episode features insights from Jonathan LaTurner, Partner and Wealth Advisor, and Megan Miller, Associate Wealth Advisor, as they unpack the complexities of fiduciary work and share how Towerpoint Wealth supports these professionals.
You’ll learn:
- What it means to be a professional fiduciary and how they navigate their clients’ financial and personal care needs.
- The challenges fiduciaries face in managing diverse responsibilities, from estate planning and trust management to ensuring proper care for their clients.
- How Towerpoint Wealth serves as a trusted partner, providing expert financial management, tax advice, and compliance support tailored to fiduciaries’ unique needs.
Whether you’re a fiduciary, a financial professional, or someone interested in the behind-the-scenes of wealth management, this episode offers valuable insights into how fiduciaries make a difference—and how Towerpoint Wealth helps them succeed.
Tune in now to discover how Towerpoint Wealth empowers fiduciaries to better serve their clients while simplifying their complex responsibilities. Don’t forget to subscribe, rate, and follow for more episodes!
For more information visit https://towerpointwealth.com/towerpoint-wealth-financial-services/duties-of-a-trustee-in-california/
