Three Frameworks.
Three Resolutions.

A Los Angeles County family contacted Brown Management after their father died intestate, leaving a $1.4M residential property and $380K in financial accounts. Three adult children had conflicting claims. One sibling had been living in the property for two years without paying rent. A creditor had filed a claim. The estate had been open for 14 months with no administrator appointed.

Without a neutral administrator, the property was deteriorating. The creditor's claim was accruing interest. The siblings had retained separate attorneys, and the litigation costs were eroding the estate. The court was prepared to appoint a public administrator.

Brown Management was appointed as administrator. Within 30 days: a property management agreement was executed, the occupying sibling was transitioned to a formal lease, and the creditor claim was negotiated to a settled amount. The estate closed in 16 months from appointment.

A San Diego beneficiary retained Brown Management as an independent fiduciary reviewer after discovering that the corporate trustee of a $2.8M family trust had failed to make required distributions for 18 months, had invested trust assets in a related-party fund without disclosure, and had not filed required accountings with the court.

The beneficiary lacked standing to compel an accounting without an independent fiduciary to support the petition. The corporate trustee had retained counsel and was disputing all claims. The trust document had ambiguous distribution language that the trustee was exploiting.

Brown Management was appointed as co-trustee by the court. A full forensic accounting was conducted. The related-party investment was unwound. Distributions were made current. The corporate trustee was removed by stipulation. The trust was restructured with Brown Management as sole trustee.

A California county agency contacted Brown Management after identifying a gap in fiduciary services for conservatorship cases referred through the public guardian's office. The agency needed a licensed professional fiduciary who could accept court-appointed cases, provide documented reporting, and meet the agency's compliance requirements — without a competitive bidding process.

The agency had previously used a vendor who lacked CLPF licensure and had received audit findings. The agency needed to establish a new sole-source contract under the $119,100 threshold with a fully licensed, bonded, and SAM.gov-registered vendor. The timeline was 45 days.

Brown Management submitted a Capability Statement, a Notice of Resolution, and a sole-source justification package. The agency executed a contract within 38 days. Brown Management began accepting referrals in the first week of the contract term.