MonteClare - Monteclare

Welcome to MonteClare!

We’re honored by your visit and hope it offers valuable insight into who we are, what we offer and what sets our trust administration apart. We don’t just provide fiduciary services—we build enduring relationships rooted in integrity, discretion and professional expertise.

Through this site, we invite you to explore the full scope of our trust solutions, learn about the qualified, experienced professionals behind our services and understand the principles that guide every decision we make.

We are dedicated to earning your trust through exceptional service, commitment to your long-term success and a relationship built on transparency, responsiveness and respect.

Mark Clemons, JD
Private Trustee
Co-Owner, MonteClare, LLC

Bob Fletcher, CTFA, CISP, CFMP Private Trustee
Co-Owner, MonteClare, LLC

Company

MonteClare serves as a boutique, South Dakota licensed LLC business entity (Limited Liability Company) providing a host of non-fiduciary administrative, accounting and support activities for trusts, agencies, executors, guardianships and escrows for individuals, attorneys, accountants, wealth advisors and other professionals.

Additional trust solutions include speciality asset administration of non-marketable assets such as family residence, operating business, minerals, and intellectual properties, plus fiduciary accounting support and dispute resolution.

Mark Clemons, Birch Bay, Washington and Raymond R. (Bob) Fletcher, San Antonio, Texas, owners of MonteClare, serve as "Private Trustees" in their individual fiduciary capacities (not as "Trust Officers" of a bank or trust company) to serve the needs of individuals and families to help them protect, preserve, grow and transition their legacy wealth to future generations.

Mark and Bob are nationally recognized and widely respected as trust professionals capable, proficient, accomplished and knowledgeable in handling complex fiduciary, tax and legal issues.

Distinguishing Characteristics

• Qualified, Experienced Trust Professionals
• Personalized Attention
• Quicker Response
• Greater Flexibility
•Reasoned Judgment
• Streamlined Processes
• Client Safeguards
• Lower Costs

Our Mission

MonteClare is dedicated to delivering trusted, personalized fiduciary solutions that preserve legacies and protect the interests of beneficiaries with integrity, clarity and enduring commitment.

What We Offer

MonteClare offers a host of trust solutions designed to fulfill beneficiaries' needs, preferences and expectations.

• Living • Testamentary • Asset Protection • Dynasty
• Settlement • Special Needs • Irrevocable Life Insurance Trusts • Charitable • Agencies • Guardianships
• Estate Settlement

Who We Serve

• Individuals and Families
• Attorneys
• Accountants
• Financial Planners
• Insurance Professionals
• Advisors--"MonteClare Trust Advisory Program"

Qualifications and Experience

Mark Clemons and Bob Fletcher, co-owners of MonteClare, serve as Private Trustees in their individual fiduciary capacities as seasoned trust professionals--qualified, experienced, trained and credentialied--nationally recognized and highly regarded specialists.

Mark and Bob have served in many varied fiduciary capacities throughout their respective careers and have been recognized for their achievements and accomplishments,

How It Works

• MonteClare's approach centers on qualified, experienced individual professional trustees that offer clients a high-touch, relationship-based fiduciary experience delivered by a network of independent, individual professional trustees, led by MonteClare's owners Mark Clemons and Bob Fletcher, serving as "Private Trustees" (not as "Trust Officers" of a bank or trust company), acting in their individual fiduciary or agent capacities.

Mark and Bob are nationally recognized and widely respected trust professionals capable, proficient, accomplished and knowledgeable in diverse trust matters.

• As fiduciaries, their duty is to:
---Accept and close accounts
---Manage trusts (and similar type accounts) and make fiduciary decisions
---Authorize disbursements (pay bills) and distributions (payments to beneficiaies)

• Mark and Bob, as will other independent, individual trustees serving clients under this program, will contract with MonteClare to serve as their agent to perform ministerial, non-fiduciary administrative duties on their behalf, including accounting and reporting.

Fiduciary Standard of Conduct

Mark and Bob are solely responsible and accountable for properly discharging their fiduciary duties and responsibilities and are held to the highest standard of fiduciary conduct--the ethical and legal obligation to act in the best interests of those they serve-- whether it is as trustee for beneificiaries or agent for principals.

Evolution of Trust Law

Since development of 12th century trust law under jurisdiction of the King of England, trusts have evolved into a fundamental tool used to protect assets.

Modern-day trusts represent contractual arrangements setting forth terms and provisions as to the purpose of the trust and, furthermore, provide for a “trustee” to carry-out the terms and provisions of the trust.

A trustee may be a person, such as a family member or professional advisor, or it may be an institution, like a bank or trust company.

Trust arrangements are becoming ever more popular and experiencing growing demand from individuals and families that recognize the important benefits of properly protecting, preserving, growing and transitionaling generational wealth in an efficient and safe manner.

MonteClare invites you to explore our website to gain an understanding of innovative trust solutions that can accomplish your goals and create peace of mind.