Purpose

The purpose of the Fiduciary Round Table of the San Gabriel Valley is to bring together a dynamic network of professionals qualified to provide a full range of fiduciary services and to enhance the profession by providing a forum for the exchange of information and ideas.

Membership

The Fiduciary Round Table of the San Gabriel Valley is open to anyone serving in a fiduciary capacity or providing a fiduciary-related service.

Craft Talk Speakers

As long-time members know by now, Craft Talks are a great form of self-promotion. For new members, this is a one-of-a-kind opportunity to distinguish yourself from your peers.

The FRT/SGV was founded in 1986 to meet a need for a networking system and ongoing dialogue between fiduciaries and attorneys. At this time, monthly meetings are held at Kensington Senior Living in Sierra Madre.