Pais Montgomery Fiduciary Email Format

Individual and Family ServicesCalifornia, United States2-10 Employees

Pais Montgomery Fiduciary is a California-based fiduciary services practice focused on managing and protecting trust resources for individuals and families. The firm emphasizes specialized, responsive case management across areas such as business operations, partnerships, family issue resolution, intellectual property value preservation, real estate management, and devising strategies to optimize trust finances. Serving clients in Southern California, the principals, Jack Montgomery and Jodi Pais Montgomery, lead a team of licensed professionals who offer bilingual support to Spanish-speaking clients, aiming to provide services that complement or extend beyond what traditional trust divisions of large banks can offer. The company is headquartered in Pasadena, California, and operates with a relatively small professional staff dedicated to tailored fiduciary work.

Sign up for free to view info

Company overview Employee directory