Monica Tull Launched Presidio Private in Santa Barbara
The new fiduciary practice provides estate administration and trustee services for families.
Updated on Oct. 10, 2026 in Financial Planning
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Monica Tull has launched Presidio Private, a new fiduciary practice based in Santa Barbara. The firm specializes in estate administration, trustee services, and financial planning for families.
Why it matters
The practice aims to provide continuity for individuals managing complex financial and personal matters during times of illness, incapacity, or loss. It focuses on identifying planning gaps to ensure seamless coordination across jurisdictions.
Founder Monica Tull brings 20 years of professional experience to the firm, having previously held roles as a Partner at Ernst and Young and Managing Director at Accenture.
The players
Monica Tull
Monica Tull is a member of the Professional Fiduciary Association of California and the founder of the firm.
Presidio Private
Presidio Private is a Santa Barbara-based fiduciary practice that manages estate administration and trustee services.
The details
Presidio Private offers a specialized service called Mobility Shield designed to support internationally mobile families. The firm coordinates protections with legal and tax advisors while handling fiduciary accounting and beneficiary communication.
Timeline
2020: Monica Tull returned to California.
October 2026: Presidio Private officially launched operations.
Market Dynamics
The firm aligns its operational framework with the standards set by the Professional Fiduciary Association of California to navigate complex regulatory requirements. This entry reflects a broader trend of specialized financial firms addressing the needs of high-net-worth mobile families.
Local families and internationally mobile residents can utilize the firm to streamline their estate administration and trustee responsibilities. Clients gain a dedicated partner to coordinate financial transactions and communication with beneficiaries during life transitions.
The takeaway
Proactive estate planning requires coordination between legal, tax, and fiduciary advisors to avoid gaps during unexpected incapacity. Individuals should regularly review their multi-jurisdictional holdings to ensure their financial protections remain updated.
Further reading
For more on managing complex estates, visit the Financial Planning section.
Source note: This article includes information reported by The Santa Barbara Independent.
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