Pais Montgomery Fiduciary

Individual and Family ServicesUnited States2-10 Employees

Our team of California-licensed professional fiduciaries offers a broad and diverse range of professional experience which enables us to provide a level of specialized, responsive services for your clients which simply cannot be matched by the trust divisions of major banks. The principals of PMF, Jack Montgomery and Jodi Pais Montgomery, have built a thriving Southern California-based practice which provides expert, reliable, and insightful case management.

PMF’s professional staff offers expertise in running businesses, working with limited partnerships, resolution of contentious family issues, maximizing and protecting the value of intellectual property rights, real estate management, and developing and executing plans to optimize trust finances. Plus we’re bilingual, so your native Spanish-speaking clients will be able to work with someone who speaks their language.

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