I Know the Plans I Have for You… Jeremiah 29:11

Private Trustee Services

Focus Fiduciary exists to help individuals with a family trust that cannot be served well by an institutional trustee. The typical institution, which is often a bank or trust company, will bundle legal, accounting and investment services with their trust service for a fee that is only affordable to the largest of trusts or estates. As a private professional trustee, Focus Fiduciary can offer trustee-only services in a way that can preserve existing relationships with attorneys, accountants and other trusted family advisors, who may have unique and valuable knowledge of family dynamics. An additional advantage of this approach is that the independence and objectivity of the trustee is preserved, and significant conflicts of interest can be avoided or eliminated. The right individual professional trustee can also function with more empathy, flexibility and speed in making decisions for the family beneficiaries.

Championing Financial Planning

The principal, John Howard, has a career that spans over 40 years as a CPA, Attorney at Law, and Certified Financial planner (CFP®). He has established, developed and sold multiple successful businesses, including an accounting firm and a financial planning firm that was recently sold to the firm recognized by Barron’s Magazine as the number one financial planning firm in the nation. John is the proud father of seven children, including a disabled son, Jack, who has helped him acquire both practical and technical expertise in the field of disability planning. His work in this field has earned him the coveted status of Chartered Special Needs Consultant (CHSNC®) through The American College in Bryn Mawr, Pennsylvania.

Play Video