Families with $500K–$10M in trust assets who want an independent, professional trustee, often when family dynamics, geography, or complexity make a family member trustee impractical.

Yes and we prefer it. We coordinate directly with your estate planning attorney, CPA, and financial advisor so nothing falls through the cracks.

Trustee engagements are structured as monthly retainers based on a minimum floor of hours, scaled to the complexity of your trust. This keeps oversight consistent and costs predictable with no surprises, no AUM-based fees, ever. We'll walk you through the right tier during your intro call.

We serve companies in real estate, financial services, fintech, technology, video gaming, consumer goods, and alcohol brands, particularly those navigating start-up considerations, capital raises, M&A, or regulatory complexity.

An independent director provides objective governance oversight, participates in board meetings, reviews financial and operational matters, and serves as an accountable, experienced voice in key decisions, without the conflicts of an insider.

We serve on boards for private companies, serve as lead independent director, and take on project-based governance roles tied to specific transactions or compliance needs. If you need fractional support we can offer that through our sister company, Bastion Advisory Services (www.bastionasg.com).

David brings 20+ years as a CFO, COO, and CIO across FINRA-regulated broker-dealers, venture-backed companies, and fintech firms with direct experience in operations, capital raising, M&A, and regulatory oversight. He has also served on two nonprofit boards, adding a broader perspective on fiduciary responsibility and mission-driven governance.