I Know the Plans I Have for You… Jeremiah 29:11
Trustee: “A person to whom something is entrusted for the benefit of others with the expectation that they will fulfill their duty.” -Websters Dictionary 1828
Private Trustee Services
Focus Fiduciary exists to provide families with a more personal alternative for a professional trustee than that offered by banks and trust companies. An important function of any trustee is to manage the legal, accounting and investment services of the trust for the benefit of its beneficiaries. The typical bank or trust company provides those services internally and bundles them with their trustee services for a fee that is only affordable to the largest trusts and estate. As a private professional trustee, Focus can offer trustee services in a way that can preserve relationships with existing attorneys, accountants and financial advisors, who may have unique and valuable knowledge of the family. A private trustee can also function with more empathy, flexibility and speed in making decisions for the family beneficiaries, which can enhance the efficiency and effectiveness of trust administration.
Championing Financial Planning
The founder of Focus Fiduciary, John Howard, is an Attorney, a CPA and a CFP®, who has advised and guided hundreds of families to a more secure financial future. In the process, he has established, managed and developed multiple successful businesses, one of which was recently sold to a financial planning firm that was recognized in 2024 by Barron’s Magazine as the number one firm in the nation. On a personal note, John is the proud father of seven children, including a disabled son, Jack, who has helped him acquire both experience technical knowledge in the fields of disability planning, Medicare and Medicaid. His work has earned him recognition as a Chartered Special Needs Consultant (CHSNC®) through The American College in Bryn Mawr, Pennsylvania. As an avid fly fisher, he enjoys travel, hiking, and outdoor adventures.
