Our clients come first.

At BB Fiduciary Services LLC, we’re dedicated to your well-being through expert guidance and personalized service, ensuring your goals are met with integrity and trust.

Comprehensive Fiduciary Services

Success Strategies

Facilitate collaboration among attorneys, CPAs, stockbrokers, real estate agents, and other key professionals.

Planning

Provide comprehensive oversight of brokerage accounts, including routine reviews and strategic planning sessions.

Estate Planning

Assist legal team in crafting comprehensive estate plans to ensure smooth wealth transfer and legacy preservation.

Skills & Administration

Provide services as a trustee or co-trustee, and assist with personal charitable trusts and private foundations.

Management

Handle the management of real estate, coordinate acquisitions for both personal and business use, and oversee healthcare service arrangements.

Compliance & Regulation

Ensure all financial activities adhere to the latest legal and regulatory standards.