We provide a range of services for private individuals and at all stages of business planning including private fiduciary to registered agent services.
As the person that seeks sophisticated services for themselves and their loved ones, Samuels Private Fiduciary Services (SPFS) meets your unique needs.
The practice group at Samuels Private Fiduciary Services assists select clients with their fiduciary needs by serving as trustee for revocable trusts, irrevocable trusts, charitable trusts and irrevocable life insurance trusts (ILITs). We can also serve as the personal representative for estate administration. We staff according to the needs of each trust, providing responsiveness, reports, and an understanding of the particular needs, or each beneficiary. We work with your existing financial advisors.
Samuels Private Fiduciary Services provides fiduciary services and, if legal services are needed, may retain Samuels Yoelin Kantor LLP. With almost 100 years of history as a law firm in the Pacific Northwest, the attorneys at SYK have assisted generations of clients with issues ranging from estate planning to litigation.
Our other primary practice areas include corporate, business, family law, employment, real estate, and construction.
The Mission of SPFS is TRUST:
Transparency: Providing clear, open communication and accountability.
Reliability: Delivering consistent, dependable service that clients can count on.
Understanding: Taking time to know clients’ needs and building personalized solutions.
Security: Safeguarding assets and allowing the opportunity to use your existing financial planners, investment managers or advisers.
Tailored Solutions: Customizing strategies to align with unique client goals and values.
Fee schedule available upon request.
