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Los Altos / California / United States
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Boston Private is a leading provider of fully integrated wealth management, trust and private banking services. For over 30 years, Boston Private has taken a highly personalized approach to serving the complex financial needs of individuals, families, business owners, private partnerships, nonprofits and community partners. Boston Private is also an active provider of financing for affordable housing, first-time homebuyers, economic development, social services, community revitalization and small businesses. Headquartered in Boston, Boston Private has offices across the U.S. including Boston, San Francisco, San Jose, Los Angeles, Palm Beach and Naples. Private banking and trust services are provided through Boston Private Bank & Trust Company, a Massachusetts Chartered Trust Company. Wealth management services are provided through Boston Private Wealth LLC, an SEC Registered Investment Adviser and a wholly owned subsidiary of Boston Private Bank & Trust Company. Boston Private Bank & Trust Company is a subsidiary of Boston Private Financial Holdings, Inc. (NASDAQ: BPFH). For more information, visit bostonprivate.com Private Banking and Trust services are offered through Boston Private Bank & Trust Company, a Massachusetts Chartered Trust Company. Wealth Management services are offered through Boston Private Wealth LLC, an SEC Registered Investment Adviser and wholly owned subsidiary of Boston Private Bank & Trust Company.
Los Altos / California / United States
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Prime Fiduciary Services is a company that serves as an estate administrator, trustee or conservator to a person or estate. The organization is a member of the California Licensed Professional Fiduciary, National Certified Guardian, Professional Fiduciary Association of California and the Registered Private Professional Conservator/Guardian, Santa Clara County and California State Registry. Call for more information. 

Los Altos / California / United States
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Consult with an award-winning, board-certified attorney today. When successful professionals in Silicon Valley need to design or revise comprehensive estate plans, they turn to our firm. Our founding attorney has nearly 20 years’ legal experience, has an LL.M. in taxation and is a board-certified specialist in estate planning, trust and probate law. Lawyer Gadzo draws on her extensive legal understanding when she tailors an estate plan that protects your wishes, beneficiaries and assets. Having advised countless clients in the area, Alex Gadzo understands the concerns you have and is able to identify the most effective legal solutions for your needs. Contact us to learn about our extensive services.