Tony Vaida

Pinnacle Fiduciary Services was founded to serve as a private, independent trustee for beneficiaries, and to serve as co-trustee with family members who have been named as trustee and are in need additional support for their trustee duties, or successor trustees looking for a coach to assist in the administration of the trust. As an independent trustee advisor, PFS has no external relationships or obligations other than to our clients — we assume the utmost responsibility to the trust document and the law, in providing our services to beneficiaries.

PFS serves in a range of roles as an independent trustee. We frequently collaborate with the trust creator and his or her team of financial advisors and attorneys to administer a trust according to the creators’ wishes. Our experience includes serving as a trustee for special needs trusts, insurance trusts, charitable remainder trusts, and more. In each representation, we serve as a single point of contact for all stakeholders, working to deliver clear, pragmatic instructions and information to all parties. In this role, we also serve as a single constant for multiple generations within a family, and we are able to tailor our services to each party’s needs.