Often hidden in plain sight, "orphan elders", solo agers and adults with special needs are a vulnerable part of our communities. While many individuals continue to take care of themselves - staunchly independent - their quality of life can erode without a trusted backstop. It is estimated that 40% of us will pass away with diagnosed dementia, so we all need a trusted agent.

The ACE Fiduciary Group, a non-profit corporation, is an independent organization dedicated to serving our community as trustee, agent. We hire neutral, licensed, professional fiduciaries and highly educated staff to serve the needs of our clients as trusted fiduciaries.

Our upcoming event, Livin' La Vida Loca, is a Gala Tribute to all the supporters, donors, and professionals in the community who are part of the Circle of Care for solo agers in our midst. Please take a look at this special invitation only event and register before we are sold out!!

Consider donating to support our outreach efforts. Join us for our celebration of Five Years Livin' La Vida Loca!!

BIG THANK-YOU TO OUR TABLE SPONSORS!!

First Citizens Bank

John Muir Health Foundation

Mechanics Bank

Muirwood Private Wealth

Capital Advantage

Cain, Cain & Housman

Hitchcock, Hampton & Cohen

Michael Stephens

Full Circle Fiduciary

JOINT TABLE SPONSORS

Custom Moving & Hauling/Creating New Hope, Christine Sevier

PMZ Real Estate, Randy Brown/Landmark Lending, Ricky Walters

Hillendale Home Care / Aevus Group

Livin' La Vida Loca

Gala: A Tribute & Remembrance, October 30, 2024

Team Members