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PRIME FIDUCIARY
Prime Fiduciary Services, LLC provides fiduciary services in the Bay Area. A fiduciary is entrusted to act for another’s benefit, managing affairs and carrying...
PRIME FIDUCIARY
Prime Fiduciary Services, LLC provides fiduciary services in the Bay Area. A fiduciary is entrusted to act for another’s benefit, managing affairs and carrying out wishes when clients are unable to or no longer want to. The firm offers trustee and trust administration, court-appointed conservator services, and decedent estate administration. Many seniors and families appoint a California Licensed Professional Fiduciary to avoid burdening family members.
General information
Firm type
RIA
Location
Country
United States
City
Los Altos
Principals
Sheila Bradford
Partner
Charley Tucker
Partner
Bonnie Burdett
Founder (semi-retired)
Joyce Anthony
Founder (semi-retired)
Frequently asked questions
How does PRIME FIDUCIARY handle fiduciary administration?
The office integrates trust administration and fiduciary oversight within its internal operations rather than delegating these functions to an external bank or trust company. This structure places investment management, estate planning, and trustee responsibilities under a single governance framework. While this design enables streamlined decision-making, it also requires the office to maintain internal compliance and legal capabilities that many family offices choose to outsource.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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