Retirement Planning, Estate Planning and Wealth Management
California Trust Co. "Earns Your Trust Everyday" with integrity, transparency and care. Because we are a privately held multi-family office we treat you as a member of our family. We believe wealth management is not just helping you build wealth, it includes planning your retirement, succession planning for your business, helping you enjoy your retirement, estate planning, care management, creating a legacy and philanthropy.
Our independence enables us to obtain objective information and research from dozens of premier sources, not just one, to make the most informed decisions. We create Retirement Plans, Wealth Management and Multi-generational Estate Plans that are custom designed for self-employed professionals and owners of closely held businesses with up to 1000 employees.
At California Trust Co. we are committed to:
Our privately owned, independent multi-family office is different from other wealth managers. We focus on wealth management with care; we invest alongside our clients; our portfolio managers are incented on long-term results and our relationship managers are compensated based on customer service not sales. Learn how we can assist you and your family to achieve your personal and financial goals. Please call us for a confidential consultation.