Presidio Private Trustees specializes in fiduciary services, estate settlement, and trust administration. With professionalism and discretion, our licensed experts ensure your assets and affairs are managed seamlessly.
We help families achieve financial peace of mind—today and for generations ahead.
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Trusted Fiduciary Services for Families, Estates & Trusts
WHO WE ARE?
Presidio Private Trustees provides compassionate, hands-on fiduciary and financial care services to help individuals and families navigate major life transitions.
Our story began by supporting an expatriate family through illness—serving as Power of Attorney and trustee, and inspiring our core values of compassion, integrity, and sound judgment.
Today, we’re a boutique fiduciary firm that blends professional expertise with personal care, using secure technology to simplify complex financial responsibilities.
Our Services
Agent Under Power of Attorney (POA)
Trustee Services
Estate Planning Support
We act as your trusted representative to manage financial or health matters when you’re unable or prefer not to handle them yourself.
Experienced trust administration to protect your assets, support beneficiaries, and ensure your legacy is managed as intended.
Collaborating with your advisors to create personalized plans that safeguard your wealth and honor your wishes for future generations.
Probate Administration
Guardianship & Conservatorship
Financial Management & Coordination
Efficiently handling the legal process of estate settlement—reducing stress, delays, and conflicts for families.
Providing responsible, court-appointed support for individuals who need help managing personal, medical, or financial decisions.
Comprehensive oversight of accounts, budgets, and advisor communication — keeping every aspect of your financial life organized and secure.
meet our founder
Monica Tull is a California Licensed Professional Fiduciary and founder of Presidio Private Trustees, dedicated to helping families navigate complex trust, estate, and financial matters with clarity and compassion.
With more than 25 years of experience in global advisory roles at Ernst & Young and Accenture, Monica has guided families, executives, and international clients through significant life and financial transitions. Her work blends professional integrity, financial expertise, and genuine care— bringing order and peace of mind to every situation.
Based in Santa Barbara, Monica leads her practice with the belief that effective fiduciary service goes beyond transactions— it’s about trust, understanding, and standing beside clients as an extension of family.
monica tull
California Licensed Professional Fiduciary (CLPF)
Certified National Guardian (CNG)
How We work
At Tull Fiduciary Group, we step in when life gets complicated. Whether you’re facing a loss, managing an illness, or navigating complex financial affairs, we provide calm, expert support when it matters most.
We coordinate with your attorneys, CPAs, and advisors to handle every detail—bringing order, neutrality, and clarity to challenging situations. Our approach blends global experience with personal care, ensuring your affairs are managed smoothly, transparently, and with genuine compassion.
The result: confidence, peace of mind, and the freedom to focus on what matters most—your family and future.
Ready to simplify life’s complexities?
Whether you need a trustee, fiduciary, or power of attorney, Presidio Private Trustees brings clarity and care to every financial decision. We handle the details with professionalism and discretion—so you can focus on your family, your goals, and your peace of mind.
info@presidioprivate.com
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Tailored Family Financial Solutions in Santa Barbara
21 E. Canon Perdido St, Suite 217 A
Santa Barbara CA 93101
