Establishing trust and preserving your legacy.

Guiding Families Through Life's Transitions

At D4 Fiduciary and Business Advisory Services our mission is to establish trust and preserve your legacy. D4 Fiduciary understands the transitions of life are often defined by the four D's: death, divorce, disagreement & departure. Our vision is to handle the administration of transitions impacting your Estate and Trust allowing you to focus on your family’s needs while having the peace of mind that your legacy has the proper oversight. Located in Napa, California, we help clients throughout the state.

Probate Estate Administration

D4 Fiduciary is here to serve as an independent executor for your loved one's Estate. We transition assets that remain titled under the descendants name to heirs and/or creditors whether passing by Will, contract or by law.

Trust Administration

D4 Fiduciary and Business Advisory Services provides personal and confidential trust administration. We will remove the stress and family conflict of administering a trust from appointed family members and remove personal liability associated with serving as a trustee.

Specialized Fiduciary Services

We can function as: Special Trustee for Closely Held Companies, Trust Protector with oversight of other fiduciaries and Special Trustee for International clients.

Family Office Services

We support families through succession planning decisions and can manage specialty assets, family lifestyle accommodations and philanthropy.

Business Advisory

Our Business Advisory practice serves individuals or families who own closely held businesses with ownership interest held in trust or directly.

Independent Board Member

Our Founder, Janette Brooks, is a Financial Expert and Fiduciary who serves as an independent board member for private or small cap companies.

TRANSITIONING YOUR BUSINESS TO THE NEXT GENERATION

Digital Assets

We Maintain Privacy and Confidentiality

Specialized Fiduciary Management of Complex Assets

Testimonials

Janette Brooks served as trustee for an elderly members of a closely held organization I serve as manager and part owner. At the beginning of 2022 she reached out triggering an inquiry into possible tax savings that would benefit several members/owners of the closely held company. After looking into this opportunity, we discovered and saved thousands of dollars. Her depth in knowledge and attention to details impacted our members' tax savings. She has kept herself up to date regarding trust governance and changes which impacted our members and she has always communicated these changes in a timely manner. All around she is a qualified and approachable professional. We look forward to continuing to work together with Janette.

This was my first time and hopefully last time being a trustee. D4 Fiduciary took the fear out of the responsibility I had to my family. Thank you D4!

When our company needed a trustee to help us through a challenging period in our business, D4 Fiduciary came through for us. D4 rocks!

Our family was blessed with significant success, but making sure the wealth transitioned to our heirs smoothly was a challenge. Napa's D4 Fiduciary has made sure that when the time comes, our family will be in good hands.

We thought the business we bought that had part of it's ownership held in trust would be an expensive impossible thing to figure out. Napa's D4 Fiduciary smoothed it all out.

Our non-profit was lucky to see significant growth, but legally transitioning those assets the way we wanted done seemed daunting. D4 Fiduciary made sure we stayed legal and met our goals. Thank you D4!