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Pasadena - Banking & Finance |
Specialties: Trust Department |
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Michael AlexanderManaging Principal - Private Trust Management Group
Providing trust, wealth management and fiduciary services to private clients and their trusted advisors.
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(626)622-8000
(626)578-1130 Fax
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936 E Green Street
Pasadena, CA 91106-2946 -
MAP
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| Profession |
Banking & Finance |
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| Specialty |
Trust Department |
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| Group |
PAS1 |
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| Business Name |
Private Trust Management Group |
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| Title |
Managing Principal |
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| Address |
936 E Green Street
Suite 113
Pasadena, CA 91106-2946
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| Work Phone |
(626)622-8000 |
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| Fax |
(626)578-1130 |
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| Web Site |
www.privatetrustees.com |
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| Member Since |
2/2012
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Private Trust Management Group provides fiduciary and investment advisory services to individuals, families, businesses and trusted advisors. Our principal focus is serving as an independent private trustee or executors of trusts and estates. Our core competetence is fiduciary compliance both in investment management and trust administration.
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1. Private fiduciary services including serving as private, independent trustee, successor trustee, conservator of the estate, excecutor of the estate, ESOP and qualified plan trustee.
2. Investment counsel including investment advisory services for trusts, trustees, other fiduciaries and private individuals.
3. Fiduciary and investment consulting services including "second opinions," forensic reviews, expert testimony and litigation support.
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For trust services, the typical client is a trust where the maker of the trust is either unable to unwilling serve as trustee and desires to select a new or successor trustee to administer the trust. We have no upper or lower limit on estate sizes, which vary greatly not only in size but in complexity. Our trust clients will also include 401(k), ESOP and other qualified plans requiring a third party to serve as trustee or investment fiduciary.
For investment advisory services, our typical client is a trust, trustee, fiduciary or individual who requires or prefers investment advice from a firm following fiduciary
Clients and referring professionals frequently select our firm because we are independent and able to provide a level of consistent, direct and personal supervision of clients affairs that is very difficult for banks, trust companies and large stock brokerages to achieve.
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Lawyers, CPA's, trusted advisors and their clients. Other industries include the pension design and management professions.
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| Social Clubs |
Twilight Club
Pasadena Breakfast Forum
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| Charities |
St. Monica Academy, Pasadena, CA
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| Graduate Degrees |
Juris Doctor, Unviersity of Southern California
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Speaking/Teaching
Experience |
Extensive publica speaking and seminars
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| Organizations |
Pasadena Bar Assoc. (Affiliate), PFAC
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| License Number |
PF 388
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