Monica Tull Launched Santa Barbara Fiduciary Practice
The firm provides estate administration and fiduciary services to families needing help with complex planning.
Updated on Oct. 10, 2026 in Financial Planning
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Monica Tull has founded Presidio Private in Santa Barbara to provide fiduciary, trustee, and estate administration services. The practice offers specialized support for individuals needing help managing their financial and personal matters during illness or incapacity.
Why it matters
The firm aims to address planning gaps and coordinate asset protection across multiple jurisdictions for families and executives. This launch follows a 20-year career where the founder worked with families in leadership roles at major professional services firms.
The firm is led by a founder with 20 years of experience helping families and executives manage their affairs. This launch brings new professional fiduciary resources to the Santa Barbara market.
The players
Monica Tull
Founder of Presidio Private who previously served as a Partner at Ernst and Young and Managing Director at Accenture.
Presidio Private
A new Santa Barbara-based firm providing fiduciary, trustee, and estate administration services.
The details
Presidio Private provides fiduciary accounting and organizes financial transactions while maintaining clear communication with beneficiaries. For internationally mobile families, the firm offers a service called Mobility Shield, which identifies planning gaps and coordinates protective measures by working alongside a client's legal and tax advisors.
Timeline
2020: Monica Tull returned to California.
October 2026: The firm Presidio Private launched.
Money Landscape
The launch of Presidio Private follows a trend of increasing demand for specialized estate management services in high-wealth regions. The firm's focus on fiduciary duties aligns with the standards set by the Professional Fiduciary Association of California.
Local families should review their estate plans to ensure all trustees and fiduciaries are current. Always consult with a qualified tax or legal professional when considering changes to your estate administration or fiduciary arrangements.
The takeaway
Effective estate management requires coordinating complex financial transactions across tax and legal boundaries. Families should regularly audit their existing trust and fiduciary arrangements to ensure their plan reflects current life circumstances.
Further reading
For more information on coordinating your long-term assets, visit our Financial Planning section.
Source note: This article includes information reported by The Santa Barbara Independent.
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