Kemp Stickney Fiduciary Consultants

In my 38 years as a professional Trustee, I came to recognize that Trustees, executors and beneficiaries often lacked a dedicated resource to go to, to help them work through their options when they were facing an important fiduciary decision. To answer that need, I founded a boutique firm solely focused on helping trustees, executors and beneficiaries.

We are dedicated exclusively to helping anyone in a fiduciary role navigate the ever-increasing complexity of these important decisions. We are dedicated to helping clients reach the best course of action. We apply a straightforward, common sense solution focused approach, we help thoroughly examine the pros and cons so that our client can achieve the desired result. While every client situation is unique, we can apply 38 years of client experience to every situation we are engaged to resolve. Our deep experience leads to a much higher success rate because our advice is often based, at least in part, on a solution we have already successfully implemented.

We can help resolve a thorny fiduciary related problem, do a search for a Trustee, help an individual trustee do a self-assessment or provide an objective 3rd party assessment of a current trustee's work. We can help you design and implement the right kind of oversight for trustees or help to design a sustainable trustee succession plan where there are substantial assets under control of a trustee or fiduciary. We have worked on valuations of important collections for individuals and executors helping to steer through a myriad of important choices. We work solely for our client's benefit and are dedicated to helping to achieve the desired results no matter how complicated the circumstances. In the past this has included resolving difficult fiduciary issues without litigation, helping work through mental health and substance abuse challenges and help design ways to ensure good family communications through multiple generations.

Please call or write to me to have a confidential discussion about how we can help you or your family.