The purpose of the Fiduciary Round Table of the San Gabriel Valley is to bring together a dynamic network of professionals qualified to provide a full range of fiduciary services and to enhance the profession by providing a forum for the exchange of information and ideas.

The FRT/SGV was founded in 1986 by Harcourt Hervey III to meet a need for a networking system and ongoing dialogue between fiduciaries and attorneys. Originally, informal meetings were held in Mr. Hervey's offices. After two years, Sanwa Bank offered its boardroom, where meetings were held until February '94. Increased membership and the natural evolution toward a more structured organization prompted the membership to move the monthly meetings to the Pasadena University Club.

Membership is open to anyone serving in a fiduciary capacity or providing a fiduciary-related service. Members include the following disciplines: accountant, attorney specializing in estate planning and probate matters, care manager, corporate and non-corporate trustee, estate liquidator, financial planner, gerontologist, investment advisor, personal property appraiser, probate conservator, property manager, nursing agency, planned gift officer, probate referee, real estate appraiser, real estate broker, record preservation service, and social worker. Membership dues are charged and a comprehensive membership directory is published annually.

Breakfast meetings are held on the second Wednesday of each month at the Pasadena University Club from September through June. These meetings, from 7:00 A.M. to 9:00 A.M., include a buffet breakfast, time for networking, a brief period for business and announcements, craft talks by members, and presentations on subjects of interest to fiduciaries. Visitors are welcome and pay a guest fee for breakfast.