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Build a relationship where trust and client interests are paramount. Here at San Pasqual Trust, we believe an estate is not just an accumulation of assets, but a well-planned legacy that extends beyond an individual’s life. Understanding the value of trust has inspired our strategic approach to trust management.

Personal service with professional standards. Together they are the hallmarks of our firm ensuring that your family benefits now, tomorrow and beyond…

 

 

 

 

 
550 South Hope Street, Suite 550, Los Angeles, CA 90071
Office: (213) 452-8500 Facsimile: (213) 489-4153 info@spftc.com

ARTICLES

  • The Second Shoe Drops for
    Individual Trustees:
    The Professional Fiduciaries Act

    – Dick Patterson, Chief Financial Officer, San Pasqual Trust – Dick Arnold, Board Director, San Pasqual Trust For several years, individuals who serve as a trustee have been required to register with the California Attorney General. The only exceptions are those who serve as trustees of trusts for family members or for a limited number [...]

  • November 2010 Newsletter

    Thank You As the season approaches, we want to be among the first to wish you a happy holiday season and a prosperous new year.  This past year has been one of progress for us, and we have much to be thankful for – not the least of which is the goodwill of our friends.  [...]