San Pasqual Fiduciary Trust

San Pasqual Trust serves as trustee or co-trustee for individuals and families with investable assets over $5,000,000. We have the ability to serve trusts with assets that include stocks and bonds, real estate, closely-held businesses, limited partnerships and other non-publicly-traded assets. Since we deliberately have chosen not to operate an asset management business, we will not move a client's trust assets into our own investment funds. Instead, we use a broad range of investment firms with proven performance. Our firm also includes and relies on the family's advisors. We are able to serve current trust needs of a family, or become a successor trustee once the current trustee ceases to act.