Pfm san francisco office

He assists clients with property transfer agreements, transfer deeds and life insurance and retirement account beneficiary designations. He also works with trustees and executors on trust and estate administration matters, including the preparation of trust and estate accountings, and assists in the preparation of estate and gift tax returns. Estate planning attorney.

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Diversity of thought, perspective, experience and background is a hallmark of our principles. It started with the simple insight that governments and charitable institutions needed independent advice from people they could trust. Advice from people who understood their financial needs and challenges, inside and out. From people who respected the amazing work they do every day, always for the benefit of others. PFM opened its first office in Philadelphia in From the very beginning, we had a distinct advantage over the competition: we understood the need for a financial services firm founded exclusively for the benefit of governments and charitable institution clients.

Today, PFM employs hundreds of professionals serving a diverse base of clients from locations in every region of the country. We are asset managers, financial advisors and consultants who work across a broad range of traditional and special purpose sectors. Our duty as a fiduciary, combined with our bedrock principles of Ingenuity, Sustainability and Resourcefulness, help us deliver on our promise of advice that will help our clients transform their world.