Expertise & Dedication
We focus on serving the needs of personal injury victims and their families. Concentrating on one area allows us to be responsive and focused on providing best-in-class service to our beneficiaries and their families.
Compassion & Understanding
We recognize personal injury victims' expectations differ from those of wealth management clients, and our administrators have in-depth experience handling their unique needs and circumstances.
Each trust is assigned a dedicated administrator so the beneficiary and their family speak with a person they know, not a random call center representative.
Peace of Mind
Knowing your loved one is in capable hands means having peace of mind.
Spanish Speaking Administrators
We have administrators fluent in both written and spoken Spanish.
We take a disciplined, client centered approach to investment selection, designing portfolios to meet specific Beneficiary needs.
Experienced in Government Benefit Programs
We understand government benefit programs such as SSI, Medicaid and Medicare and help your loved one derive the most value from these programs.
We negotiate with outside vendors to reduce the cost of items such as medical supplies, pharmaceuticals and handicapped-accessible vehicles.
Meet the Team