Our clients come first!

At BB Fiduciary Services, we specialize in guiding older adults and their families through the complexities of aging with professionalism, integrity, and compassion. Serving Marin, San Francisco, San Mateo, Sonoma, and Santa Clara counties, we provide Private Professional Fiduciary services that ensure financial and personal well-being.
Our services include:
✔ Trust & Estate Management – Protecting and overseeing assets with expert care.
✔ Bill Payment & Financial Oversight – Ensuring financial obligations are met on time.
✔ Healthcare Coordination – Managing care services to support health and quality of life.
✔ Personal & Financial Advocacy – Acting in the best interests of our clients at every stage.
By entrusting your affairs to our qualified team, you gain peace of mind knowing that your best interests—or those of your loved ones—are safeguarded throughout the aging process.
🔹 Plan Ahead. Be Prepared. Get Support. Live Well. 🔹
Let us help you navigate this journey with confidence.
📞 Contact us today to learn how we can assist you.