Resources

Resources for Providing Personalized And Customized Fiduciary Services for the Elderly and Individuals with Special Needs

About Ramji Digumarth and his services

Engagement Agreement

Over 4 Years Reputation for Excellence

We have over four years of experience helping families with custom fiduciary solutions. We put our emphasis on helping our clients do what is in their best interest and our clients needs always come first.

UNDERSTAND

Our first goal is to understand you and your loved one's current situation, as well as your challenges in the present and future.

ESTABLISH

We'll work with you to develop a plan that fits the available resources and desired goals, as well as implementing a strategy.

Manage

We'll manage the process for your loved one and continuously monitor the plan to make sure it stays on course.

Why Choose Us

OUR ADVANTAGES

EXPERIENCED PROFESSIONALS

Our fiduciary has rich experience helping individuals with their financial, legal, and health decisions. As a team, we specialize in all of those areas and we can provide total life management.

PERSONALIZED SOLUTIONS

Our professional advisors will work with you to review your current situation and your needs to provide a personalized strategy that really suits you.

TOP-RATED CUSTOMER SERVICES

At our company, you’re not just a client. We will be your long-term partner and take care of your future needs so that you can have a simplified day to day life.

LET'S GET IN TOUCH

If you have any question regarding our services, we encourage you to schedule an appointment or phone consultation with one of our fiduciary services experts. We are pleased to offer all types of fiduciary services for your specific needs.

OUR ADDRESS

2625 Middlefield Rd. #462
Palo Alto, CA 94306

CALL US

+1 (650) 796-1039

EMAIL US

info@fiduciaryservicesbayarea.com