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Pais Montgomery Fiduciary Employee Directory

Individual and Family ServicesCalifornia, United States2-10 Employees

Pais Montgomery Fiduciary is a California-based fiduciary services practice focused on managing and protecting trust resources for individuals and families. The firm emphasizes specialized, responsive case management across areas such as business operations, partnerships, family issue resolution, intellectual property value preservation, real estate management, and devising strategies to optimize trust finances. Serving clients in Southern California, the principals, Jack Montgomery and Jodi Pais Montgomery, lead a team of licensed professionals who offer bilingual support to Spanish-speaking clients, aiming to provide services that complement or extend beyond what traditional trust divisions of large banks can offer. The company is headquartered in Pasadena, California, and operates with a relatively small professional staff dedicated to tailored fiduciary work.

Find Pais Montgomery Fiduciary employees' phone numbers or email addresses

Pais Montgomery Fiduciary Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Pais Montgomery Fiduciary's Leadership

  • Stylized image of a person
    L. M.
    Fiduciary Coordinator And Client Advocacy Strategist
    Phone icon
    Mobile Phone

Pais Montgomery Fiduciary Employee Metrics

100%
50%
0%
2026
2025
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Pais Montgomery Fiduciary

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    L. M.
    Fiduciary Coordinator And Client Advocacy Strategist
    Phone icon
    Mobile Phone
    Jun 26, 2026

Frequently Asked Questions

What is Pais Montgomery Fiduciary known for?

Minus sign iconPlus sign iconPais Montgomery Fiduciary was founded in 2010 operates in the Individual and Family Services industry. Explore Pais Montgomery Fiduciary's company overview page for more information.

What is Pais Montgomery Fiduciary's most common email format?

Minus sign iconPlus sign iconPais Montgomery Fiduciary employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Pais Montgomery Fiduciary email formats with LeadIQ.

How many employees does Pais Montgomery Fiduciary have currently?

Minus sign iconPlus sign iconPais Montgomery Fiduciary has approximately 8 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Pais Montgomery Fiduciary's key employees and leadership?

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As of July 2026, Pais Montgomery Fiduciary's key employees include:

  • Fiduciary Coordinator And Client Advocacy Strategist: L. M.

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