Trust Honor Respect
Fiduciary Services
Our fiduciary services include Private Trust Administration, Financial Power of Attorney, Conservatorship, Personal Representative, and Daily
Money Management.
Support Services
Our support services assist
families and other professionals
with preparing and reviewing accountings, consulting, bookkeeping, fiduciary
oversight, and personal
property management.
Lotus Fiduciary Group provides fiduciary services to a wide range of individuals, including: persons with disabilities, minor children, at-risk adults, families, seniors, frequent travelers, those that have been recently divorced or widowed, busy professionals, and small business owners. Our commitment is to treat each client as a member of the Lotus family by providing services with integrity, respect, and professionalism in a responsible, responsive, and personalized way.
We are dedicated to providing education and support to our clients, families, and other professionals who need assistance fulfilling their fiduciary role and responsibilities. Our goal is to do so with integrity and professionalism.
Lotus Fiduciary Group, LLC. and all Lotus affiliate companies
are not chartered trust companies, corporate trustees, banks,
insurance agents, CPAs, financial advisors or licensed attorneys
and do not provide legal services.
