WHO WE SERVE

Private Fiduciary Trustee Services, Inc.

Protecting the People Who Keep California Running

California is built by workers, professionals, investors, and families — yet they are also the most vulnerable to lawsuits, probate, and financial exposure.

We serve the individuals who have something to lose but lack the institutional protection of the ultra-wealthy.

These are the people who work hard, invest, take care of families, and live in a high-risk state where a single event can destroy everything.

Below is the full, expanded, SEO-optimized list of the individuals, families, and professionals we protect.

307-400-7087

Real Estate Owners & Landlords

California’s highest-risk group — and the least protected.

We serve:

  • Homeowners with equity

  • Landlords with single-family rentals

  • Multifamily property owners

  • Airbnb & short-term rental operators

  • BRRRR investors

  • House flippers

  • Commercial property owners

  • Out-of-state owners with California exposure

  • Owners renting to Section 8 or high-turnover tenants

  • Investors using hard money or private loans

Their risks include:

  • Tenant lawsuits

  • Premises liability

  • Injured contractors

  • Slip-and-falls

  • Property disputes

  • Rent-control complications

  • Public-record visibility

  • Attorney-triggered asset searches

If someone sues a landlord, the first thing the lawyer does is search the property records.

If your name is on the deed, your equity becomes a target.

We eliminate that exposure.

Police Officers & Law Enforcement Personnel

One of the most targeted and publicly visible professions.

Officers face:

  • Public complaints

  • Excessive-force allegations

  • On-duty incidents

  • Off-duty liability

  • Divorce and family disputes

  • Public-record visibility

  • Online harassment

  • Professional retaliation

  • Misidentification lawsuits

A single accusation can trigger:

  • Civil litigation

  • Media exposure

  • Personal-asset searches

  • Home equity visibility

  • Garnishment attempts

Police are uniquely vulnerable because their name, address, and net worth are easy to find.

We remove that visibility and build a private structure that keeps their family safe.

Firefighters, EMTs & First Responders

High public trust — high personal exposure.

First responders face:

  • On-the-job injuries

  • Liability claims

  • Overtime-related disputes

  • Community visibility

  • Family obligations

  • High disability/retirement considerations

Their biggest risk:

Their home equity is easy to find.
We protect it.

Teachers, Educators & School Staff

Frequently sued, often unprotected.

Educators face:

  • Student-related claims

  • Special education liability

  • Parent conflict

  • False accusations

  • Employment disputes

  • High public exposure

Teachers with homes, rentals, retirement accounts, or blended families often have no legal shield.

We fix that.

City, County & Federal Employees

Stable income — but zero structural protection.

We serve:

  • City employees

  • County workers

  • CalTrans

  • Public works staff

  • Utility workers

  • Postal employees

  • Fire prevention

  • Parks & recreation

  • Water district workers

These individuals often have:

  • Strong retirement systems

  • Home equity

  • Savings

  • Dependents

  • Public exposure

But no trust structure.

We provide privacy and liability protection.

Medical Professionals

High income + high liability = extreme exposure.

We serve:

  • Physicians

  • Surgeons

  • Nurses

  • Pharmacists

  • Medical assistants

  • Dentists

  • Chiropractors

  • Physical therapists

Risk sources:

  • Malpractice

  • Patient injury

  • Administrative complaints

  • Family disputes

  • High-income lawsuits

  • Personal-asset targeting

Insurance is not enough.
We protect personal assets from professional risk.

Contractors, Tradesmen & Skilled Labor

One workplace injury can trigger a lawsuit.

We protect:

  • General contractors

  • Electricians

  • Plumbers

  • HVAC technicians

  • Roofers

  • Landscapers

  • Solar installers

  • Welders

  • Construction workers

Risk factors:

  • Jobsite injuries

  • Worker disputes

  • Vendor conflicts

  • Property damage disputes

  • Contract disagreements

A contractor living in California with a home and a truck is one lawsuit away from losing everything.

We prevent that.

Business Owners & Entrepreneurs

LLCs do NOT protect personal assets.

We serve:

  • Small business owners

  • Franchise owners

  • Consultants

  • Online business operators

  • Retail shop owners

  • Self-employed professionals

  • Gig-economy workers

  • Independent contractors

Their risks include:

  • Breach-of-contract lawsuits

  • Vendor disputes

  • Employee claims

  • ADA lawsuits

  • Customer injuries

  • Loan defaults

If the business is sued and your name is visible, they come after your home, your savings, your rentals — everything.

Our structure creates separation.

Immigrant Families & First-Generation Earners

Building wealth for the first time — highly exposed.

We protect:

  • Families supporting relatives abroad

  • People who purchased their first home

  • Individuals who bought their first rental

  • Those who want court-free inheritance systems

  • People who avoid traditional estate planning

This community often has:

  • High savings discipline

  • Strong work ethic

  • Multi-generational responsibilities

But no legal structure.

We build it for them.

Individuals With Blended or Complex Families

The #1 cause of probate conflict in California.

We serve:

  • Remarried spouses

  • Step-parents

  • Step-children

  • Multi-household families

  • Divorced parents

  • Co-parents

  • Dependent adult households

These situations often lead to:

  • Conflict

  • Court fights

  • Inheritance disputes

  • Frozen assets

  • Delays

  • Probate nightmares

A corporate trustee eliminates emotion and prevents conflict.

People With High Public or Online Visibility

Anyone with a public footprint is a target.

We protect:

  • Influencers

  • Online entrepreneurs

  • Public-facing employees

  • People who appear on Google

  • Anyone who can be looked up easily

Problem:

Attorneys run asset searches BEFORE filing a lawsuit.

If your name is tied to property, you become the target — even if you were not at fault.

We remove your name entirely.

Small Investors & Savers ($100k–$600k)

Enough assets to be sued — not enough to survive a lawsuit.

We serve:

  • Hardworking savers

  • 401(k) holders

  • Brokerage account investors

  • Crypto holders

  • People with $100k–$600k net worth

Their biggest fear:

One mistake could wipe out everything I’ve built.

We fix that.

Families Preparing for Inheritance

A private alternative to California probate.

We protect:

  • Parents

  • Grandparents

  • Blended households

  • Elderly individuals

  • Executors

  • Multi-generational families

We prevent:

  • Probate court

  • Frozen assets

  • Family fighting

  • Delays

  • Legal intrusion

This is the structure every California family needs.

People Recovering From Past Legal Problems

Once burned — never again.

We help individuals who have faced:

  • A lawsuit scare

  • Equity loss

  • Judgment threats

  • Garnishments

  • Divorce disputes

  • Creditor harassment

We create a system that ensures it never happens again.

Family Offices, Multi-Property Owners & Portfolios

Corporate-level trust architecture.

We serve:

  • Multi-property landlords

  • Investors with 5+ units

  • Apartment building owners

  • Long-term legacy families

  • Private portfolios

  • Real estate groups

We provide:

  • Structural privacy

  • Corporate-level trusteeship

  • Succession stability

  • Operational continuity

This is the family office solution for real estate owners.

WHY WE SERVE THESE GROUPS

Because these groups share the same problem:

They have real assets,
but zero structural protection.

They are:

  • Visible

  • Exposed

  • Working hard

  • Supporting families

  • Building wealth

  • Carrying liability

  • One lawsuit away from collapse

We provide the system that eliminates that vulnerability.

The best time to protect your assets is before someone tries to take them

Schedule a Confidential Review

307-400-7087
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