Acquisition Wanted: US Fiduciary Services Firm

A California-based investment management firm is actively seeking to acquire a professional fiduciary services company within the United States. The ideal target firm will specialize in providing comprehensive fiduciary services, including trust and estate administration, financial power of attorney (POA), and conservatorships. Additionally, the acquirer is interested in companies that also offer bookkeeping and asset management services. The acquisition aims to serve a diverse client base, including senior citizens, individuals with disabilities, minor children, trust beneficiaries, affluent families, and busy professionals who require assistance managing their financial affairs.