PFS combines the best qualities of a corporate trustee – security & continuity with personalized services of a private trustee: attention to detail, the person you meet is the person in charge, focus is on the client’s wellbeing while your assets are managed by an independent professional fee only fiduciary registered investment advisor.

With more than 30 different investment firms and financial institutions, we focus on asset allocation & performance monitoring with a specific personalized approach for each of our clients.