Marchi Smith Levin (MSL) is a trusted fiduciary management company based in Mill Valley, CA, offering a unique blend of financial and personal care services for individuals and families in the Bay Area and California. With a reputation for integrity and competence, MSL provides customized care and counsel, ensuring the highest levels of dignity and independence for their clients.
MSL specializes in assisting seniors in cognitive decline, individuals with special needs, trust beneficiaries, and families in settling estates. They also serve as a neutral presence in conflict-prone situations and offer professional expertise in understanding fiduciary rules and managing financial and personal care. With decades of experience, MSL is committed to creating thoughtful and transparent care plans tailored to each client's needs and goals.
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