Trust Deeds require far more specialized care than stock portfolios due to their unique vulnerabilities and complexities. Unlike stocks, where value typically fluctuates but isn’t entirely wiped out, a Trust Deed can lose 100% of its value overnight if senior liens foreclose or insurance coverage lapses.

Additionally, Trust Deeds involve navigating intricate compliance requirements that vary across state and federal levels, with penalties for even minor oversights. They also require active management to monitor borrower performance, enforce timely payments, and address issues like property maintenance and tenant disputes.

Furthermore, Trust Deed investments are often targets for frivolous lawsuits from borrowers attempting to delay payments or manipulate the system. These factors demand expert oversight to protect your investment and ensure long-term stability.

Why Do Families Choose Us?

With decades of experience, we integrate Trust Deed portfolio management into your legacy plan. From securing positions to ensuring compliance, our services protect and grow your investments for your heirs.

Our team ensures your Trust Deed investments are managed with precision, from securing your position to navigating defaults. We specialize in identifying red flags and mitigating risks before they materialize.

For over 35 years, I’ve built and led businesses across the securities and real estate industries, guiding clients through some of the most challenging economic storms in history. But you’re not just relying on me. I have a team of 50 seasoned professionals with an executive team boasting 100 years of combined experience. Our collective efforts have earned us recognition from:

· Inc. Magazine: 6th fastest-growing provider of Financial Services, ranking 49th overall on the 2024 Fastest Growing U.S. Companies list.

· The Superior Court of California: Certificate of Appreciation for contributions to the community.

How We Help

We work selectively with families who value personalized, end-to-end legacy solutions tailored to their unique needs.

We will start with a discussion of your overall investment portfolio and clarify your objectives. Next, we will perform a comprehensive review of your Trust Deed portfolio. From there, we:

· Clean up loose ends in your loan files from both a compliance and best practices perspective.

· Standardize how future loans are sourced, underwritten, funded, and serviced.

· Develop a 360° Plan and perform in-house all the necessary steps to bring it to life, including drafting notification letters for family and professional advisors, filings, and recordings.

Why Would You Wait?

No one should endure the confusion, pressure, and legal and financial burdens that impact what is already one of the most emotional and devastating moments in a family’s life.

Schedule Your Complimentary Discovery Call Today.

Most clients receive a draft of their Plan within 6 days and can finalize their Personalized 360° Plan in 2-3 weeks with our help.