Richard H. Patterson, Jr. | Chief Executive Officer

San Pasqual Fiduciary Trust Company is a California state-chartered financial institution based in Los Angeles. We work with high net worth families throughout California, including clients currently (or formerly) residing in Beverly Hills, Holmby Hills, Bel Air, West Los Angeles, Santa Monica, Brentwood and Pacific Palisades.

As a corporate trustee, we routinely hold title to and arrange for management of residential property, including properties located in the communities referenced above. We have had the pleasure of observing the work of David and his team on the sale (as part of a post-death trust administration) of a residential property in Beverly Hills.

David is a consummate professional. His expertise regarding the Beverly Hills real estate market, combined with his energy, responsiveness and attention to detail, make David a pleasure to work with. In the sale of the subject residence, David and his team helped prepare the home for sale (a significant task given the individual involved had been a long-time resident). The home was marketed in a creative way, which attracted a large number (over 200 hundred) to the brokers’ open house. These efforts led to multiple offers. Once offers were received, David kept the sale of the residence on track, navigated the negotiation process well, and guided the transaction through escrow. David and his team also documented all phases of the transaction. As a fiduciary, we were impressed with the level of expertise David and his team demonstrated in a trust-owned property transaction.

David Kramer