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    New Office!
    LASSAHN FIDUCIARY SERVICES HAVE MOVED!
    EFFECTIVE 11/23/2015
    Our new address is:
    2075 PIONEER COURT, SAN MATEO, CA 94403
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    Financial Planning
    Financial planning is an integral part of life planning
    for our clients. We take a comprehensive view of each client’s needs
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    Tax & Estate Planning
    The world can be yours!
    Effective estate planning allows our clients to maximize
    the wealth they will ultimately transfer as well as 
    minimize taxes.
  • Image 1
    Financial Planning
    Financial planning is an integral part of life planning
    for our clients. We take a comprehensive view of each client’s needs

Welcome to Lassahn Fiduciary Services

Lassahn Fiduciary Services is known for its commitment to handling cases ranging from simple trusts to those complicated by extenuating circumstances. We provide scrupulous accountings; dependable management; strong relationships with service providers; and personal, caring attention to detail.

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Well being of our clients first!

The Lassahn Fiduciary client philosophy...

We are dedicated to providing our clients with the protection, planning and resources needed to preserve and grow their estates. Our goal is to provide supportive services that promote the health, happiness and financial well-being of our clients while protecting their privacy and independence.

We offer clients distinctive benefits and are stewards of our clients’ wealth.  Superior client service, coupled with disciplined and ethical practices, are ingrained in our culture and our delivery. Lassahn Fiduciary Services take responsibility for those decisions we make on your behalf.

Client Testimonials

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    I want to thank you very much for stepping into a difficult and complicated situation in acting as co-conservator for my Aunt Marie, and later as executor for her estate. I am especially deeply grateful for how you gracefully included my mom's input into your activities, which resulted in my mom having a heavy burden lifted from her shoulders. Last, but by no means least, thank you for persevering through difficult times with Phil. I hope that we will remain in touch in the future. - Janifer M. Burns