Professional Fiduciary & Trustee Services in California
As a licensed professional fiduciary, I provide a diverse range of services as a Private Fiduciary, Trustee, Successor Trustee, Co Trustee, Executor of the Estate, Administrator of the Estate, and beyond. I specialize in streamlining intricate scenarios, collaborating closely with legal experts, financial professionals, and other trusted advisors to deliver the most professional service.
I take great pride in being a small, agile, capable, and customer centric firm. Everything I do revolves around my client’s preferences and directions. I am fully committed to serving my client’s needs.
With over 20 years of experience in this highly specialized field, I believe I can handle just about any kind of challenge and am proud of the track record I have established.
Fiduciary Services
Fiduciaries may serve in many roles, but in every situation fiduciaries assume responsibility for a position of trust.
Trustee | C0-Trustee
& Successor Trustree
The trustee of a trust manages the assets and income of the trust as set forth in the trust document.
Executor | Administrator
An executor or administrator administers the estate and is responsible to beneficiaries, creditors, tax authorities, and others.
Adam W. Tight
California Licensed Professional Fiduciary, License #1042
Adam is an experienced Professional Fiduciary and Family Office Executive with over 20 years of continuous service as a trustee and business advisor. He has served as Chief Financial Officer, Chief Operating Officer, and Chief Executive Officer for two large Single-Family Offices and has successfully managed the financial and business affairs of individuals, families, and closely held operating businesses. He currently serves as a professional fiduciary for multiple trusts, businesses, and families.
Born and raised on the East Coast, Adam earned his undergraduate degree in Engineering from the United States Naval Academy and, upon graduation and commissioning in 1995, served as a Naval Supply Corps Officer. He earned a subspecialty in Financial Management while in the Navy.
Adam is a Certified Managerial Accountant (CMA), an active member of the Institute of Management Accountants (IMA), the Monterey County Bar Association (MCBA), the MCBA Trusts and Estates Section, and the Professional Fiduciaries Association of California.
Adam resides in Carmel, CA with his wife and three daughters.
Adam’s credentials include:
California Licensed Professional Fiduciary, License #1042
Certified Managerial Accountant, Certification # 30501
California Real Estate Salesperson, License #01704146