Beverly Hills · Century City · Los Angeles
For families who need someone they can truly trust. For trusts that require a seasoned professional to administer. For those who simply want a single, exceptionally capable person they can rely on completely — to handle whatever arises, whenever it arises.
Why Craig Lewis
Most professional fiduciaries have legal or social work backgrounds. Craig Lewis has spent three-and-a-half decades serving as a senior executive of multi-billion dollar corporations, building companies, and managing real assets — and now applies that depth of judgment to every trust, estate, guardianship, and family situation entrusted to him.
At a Glance
A Different Kind of Fiduciary
Craig brings the financial acumen to manage complex assets, the executive experience to make difficult decisions, and the personal discretion that wealthy families in Beverly Hills and Century City expect. He serves as trustee for trusts requiring a professional fiduciary, as private guardian or conservator for families who need one, and as the trusted point person for individuals and families who simply want someone of exceptional capability handling their affairs — privately, reliably, and completely.
Services
From administering complex trusts to standing in for a family that simply can't — or prefers not to — Craig Lewis works exclusively on a privately retained basis, ensuring every client relationship receives the care it deserves.
When a family member can no longer make safe decisions for themselves, a licensed guardian steps in — protecting their person, their wellbeing, and their dignity. While the court oversees the appointment, Craig works exclusively with privately retained clients whose families have engaged him directly.
Many trusts — particularly irrevocable trusts, special needs trusts, and complex family trusts — require a professional fiduciary as named trustee. Craig brings the financial sophistication most trustees lack: real property, investment portfolios, business interests, and multi-generational planning.
Appointed by the court to manage the financial and/or personal affairs of someone who is unable to do so. Craig brings decades of financial and operational judgment to every conservatorship engagement.
Acting as the designated agent under a durable power of attorney for individuals who need someone fully trustworthy and financially capable to manage affairs during illness, travel, or incapacity.
Named in your trust documents to step in seamlessly when the original trustee is no longer able to serve — maintaining continuity, protecting beneficiaries, and honoring the grantor's intentions.
For busy, successful people whose family lives far away, or who simply have better things to do than manage a parent's affairs, a property, or a trust — Craig steps in as the trusted point person who handles everything. Think of it as having your own family office, without the infrastructure.
Clientele
Affluent families and individuals across Beverly Hills, Bel Air, Brentwood, Pacific Palisades, Century City, and the greater Westside — each with a different need, all with the same expectation: someone exceptional, discreet, and completely trustworthy.
Craig works exclusively on a privately retained basis — engaged directly by families or individuals who seek him out. This ensures every client receives his full attention, and that every relationship is built on genuine trust from the outset.
Attorneys and estate planners who have drafted trusts — irrevocable, special needs, family protection — that specifically require a licensed professional fiduciary as trustee. Craig is named in the document and administers the trust with full financial and legal accountability.
Successful adult children who live in New York, London, or simply have demanding careers — and need a trusted, capable person on the ground in Los Angeles handling a parent's affairs, a property, or an estate. Craig becomes their person.
When a parent can no longer safely manage finances, property, or medical decisions — and the family wants a qualified, neutral professional stepping in rather than placing that burden on a sibling or spouse.
High-net-worth individuals who have outlived family, prefer to avoid family dynamics, or simply want the most qualified person managing their affairs — without obligation to relatives or institutions.
Our Approach
A private, no-obligation conversation to understand your situation, your family, and what you need. No jargon. No hard sell.
Craig only accepts engagements where he is certain he can serve the client's best interest. Honest counsel from the first meeting forward.
Clear scope, defined expectations, and a coordinated approach with your existing attorneys, CPAs, and advisors.
Responsive, accountable service — with full reporting, documentation, and communication to family members as appropriate.
I spent 35 years in business — banking, hedge funds, real estate, and healthcare technology. I've served as a senior executive of multi-billion dollar corporations and built companies from scratch. I know what it means to be accountable for other people's assets and wellbeing.
When I became a licensed professional fiduciary, it wasn't a second act — it was the natural extension of everything I've done. I administer trusts that require a professional. I step in for families who are busy, distant, or just want someone truly capable handling things. I serve as guardian and conservator for those who need protection. In every case, I bring something most fiduciaries simply don't have: real operating experience.
"I'll tell you what you need to hear — not just what you want to hear."
Career Highlights
The Difference
Most fiduciaries come from legal or social work. Craig's background in banking, hedge funds, and executive operations means he can actually manage complex trust assets, real property, and business interests — not just report on them. It is precisely this depth of financial experience that makes him the right choice when estate planning attorneys need a professional fiduciary named as trustee.
For families who are too busy, too far away, or simply prefer to have an expert handle things — Craig steps in as their trusted representative. The private-client experience of a family office, without building one. Every engagement is privately retained, initiated directly by the family or individual.
Born and raised in Los Angeles, Craig returned home 25 years ago after a career that took him across the country — from New England to the Mid-Atlantic to the Midwest to the Pacific. Based adjacent to Beverly Hills and working in Century City, he understands the standards, the privacy, and the level of sophistication that Westside families expect. This is his community.
Contact
Whether you need a professional trustee, a guardian for a family member, or simply someone you can fully trust to handle what you'd rather not — there is no obligation and no pressure. Just an honest conversation.