Hello
We’re the Skyward Trusts Compliance Team. We take our responsibilities seriously—from maintaining office morale to overseeing asset protection, security, and quality assurance.
Our Story
Every member of the Compliance Team has a unique area of responsibility. Agatha, our Bloodhound, serves as Director of Asset Protection. Athena (left, aka Tickle Pickle) is our Chief Compliance Officer, while Bernoulli (right, aka Bernie) is our official airport dog, overseeing Client Relations. And Mordechai, our newest member of the team, serves as Inspector Collector.
While our legal team is responsible for protecting our clients’ legacies, we help protect the culture that makes Skyward Trusts feel like home. Whether supervising meetings or ensuring every inch of floor around the printer is occupied, we’re proud to do our part.
Contact
Our work is primarily performed behind the scenes. During Zoom meetings, however, members of the Compliance Team may periodically announce their presence to confirm that all proceedings are being appropriately supervised. Let's connect.
415-295-6001