Texas Guardianship Association Partners
Texas Guardianship Association Organizational Partner
Check the TGA Event Calendar for Upcoming Educational Webinars and Networking Events.
Merrill Lynch Wealth Management
We understand the implications of the Uniform Prudent Investment Act, California Probate Code, California Rules of the Court and National Guardianship Standards. We help professional advisors and family members institute investment standards through process-oriented investing that is well documented, regularly revisited, and clearly communicated.
Speak to us for a few minutes, and you may quickly perceive how we can help alleviate some key financial challenges that special-needs clients—and their support network—face. We have extensive experience collaborating with Private Professional Fiduciaries, Corporate Trustees, Estate Planning Attorneys, and Personal Injury Attorneys.