Peace of Mind

Peace of Mind

Fiduciary Management

A corporate fiduciary has the legal and ethical responsibility to serve in the sole best interest of their client, while being held to the highest standard of care.

As a fully independent trust company Chartered by the State of California, the word trust defines the essence of our client relationships. Whether managing investment portfolios or settling an estate, our experienced team of professionals respond to the complexities of legacy planning and estate management, while being sensitive to the humanistic side of family dynamics.

Personalized Services Include:

Investment Management
tailored for:

High Net-Worth Individuals
Private Foundations
IRA Rollovers/Retirement Portfolios


Revocable Living Trusts
Generation Skipping Trusts
Charitable Trusts

Estate Administration and Settlement


ETIC's administrative and operational controls ensure accurate and timely account & tax reporting, as well as other essential documentation. Ongoing communication provides our clientele the peace of mind that they deserve.

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