Statement of 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.


The FRT-SGV was founded in 1986 by Harcourt Hervey III to meet a need for a networking system and ongoing dialogue between fiduciaries and attorneys. Originally, informal meetings were held in Mr. Hervey’s offices. After two years, Sanwa Bank offered its boardroom, where meetings were held until February 1994. Increased membership and the natural evolution toward a more structured organization prompted the membership to move the monthly meetings to the Pasadena University Club. As of September 2023, due to the fire damage at the University Club, the monthly meetings are being held at Kensington Senior Living in Sierra Madre.