The Private Institutional Trustee

Recognizing the need for institutional continuity and customized care in a single, dedicated entity, we have created a hybrid organization to serve our clients' trust management needs. San Pasqual Trust is organized under California law and regulated by the California Department of Financial Institutions. Dedicated to a high standard of service, San Pasqual Trust is a strategic advisor: a private, institutional trustee.

Private Trustee:

• A knowledge of each individual client's financial holdings and goals
• Forward-thinking investment management oversight and tax strategies that focus on each client's unique situation
• A commitment to multi-generational and philanthropic objectives as components of succession planning
• Skilled, experienced and accessible advisors who are dedicated to client care

Institutional Trustee:

• Licensed, bonded and equipped with institutional accounting and administration systems, ensuring exceptional professionalism and accountability
• Strengthened by statutory capital reserves for institutional stability
• Led by highly respected legal and financial professionals with extensive senior management experience
• Able to provide corporate continuity beyond an individual's lifetime