We Make You Look
Brilliant to Your Clients.
When your clients need a fiduciary, your reputation travels with the referral. Brown Management is the co-fiduciary partner that protects your relationship, delivers on time, and reflects the standard of care your practice demands.
We work alongside estate planning attorneys, probate counsel, CPAs, and wealth advisors — designed to complement your practice, not compete with it.
*Results reflect firm history to date. Individual case outcomes vary based on estate complexity, asset type, and court jurisdiction. Past performance is not a guarantee of future results.
Will a Bad Referral Damage Your Reputation?
We are your safest referral. Our process makes you look good, every time.*
The referral risk you carry.
Every time you refer a client to a fiduciary, you are putting your name behind that recommendation. A bad fiduciary means a damaged relationship — and a damaged reputation.
The Brown Management difference.
Who we partner with.
We work alongside the professionals who serve high-net-worth families.
Estate Planning Attorneys
When your client needs a trustee, executor, or conservator, we step in seamlessly. We follow your legal framework and keep you informed throughout.
For AttorneysCPAs & Tax Advisors
Estate tax complexity requires a fiduciary who understands your work. We coordinate closely with your team to ensure tax-optimal distributions.
For CPAsWealth Advisors & RIAs
When a client's estate enters administration, their assets need a neutral, professional steward. We protect the assets while you protect the relationship.
For AdvisorsHow the referral works.
Simple. Fast. Transparent.
Warm Introduction
You introduce your client to us via email or phone. We handle everything from there.
Fiduciary Risk & Complexity Assessment
We conduct a free Fiduciary Risk & Complexity Assessment with your client and share the results with you.
Engagement
We send a clear engagement letter. You are CC'd on all major communications.
Ongoing Updates
Monthly reports keep you informed. You look brilliant. Your client is protected.
I have referred three clients to Brown Management this year. Every single one called me to say thank you. That never happened with my previous fiduciary partner.
Estate Planning Attorney, Newport Beach
*Individual results vary. Identity withheld per client privacy policy.
This testimonial or endorsement does not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter. — California State Bar Rule 7.1
Become a Referral Partner
Tell us about your practice. We will reach out within one business day to discuss how we can serve your clients together.