Bonnie Burdett is a California Licensed Professional Fiduciary (# 24) and has been actively providing services as a private professional fiduciary since 2005. She, along with her business partner, Joyce Anthony, are co-founders of Prime Fiduciary Services, LLC which provides professional fiduciary services, specializing in trust administration, conservatorship of the person and/or estate, probate administration and payee services. Ms. Burdett is past Co-President of the PFAC Silicon Valley Chapter, and past Vice President of the Northern California Regional PFAC Board. She is a current member of PFAC, the National Guardianship Association and is a non-attorney member of the Silicon Valley Bar Association. Ms. Burdett is an active member of the Los Altos Rotary Club, where she served as President 2019-2020, and a former member on the board of the Los Altos Rotary Endowment Fund, including a term as President. Ms. Burdett has presented at PFAC annual conferences, PFAC chapter meetings and at Silicon Valley Bar Association meetings. Ms. Burdett has a BA in Sociology from UC Santa Barbara and over 25 years of management experience in the pharmaceutical and health care field, including 5 years consulting as a strategy investor relations consultant advising emerging growth companies on investor relations strategy and tactics. Her experience includes managing multi-million dollar financial plans, assessing and analyzing needs, managing multi-level projects and organizing cross-sectional team efforts.
Prime Fiduciary Services, LLC
A6 – Confessions of Succession – How A Sole Proprietor And A Partnership Made It Happen