About Founders
Dagmar Dolatschko, MBA, CLPF, NCG
California Licensed Professional Fiduciary #1460
Dagmar’s Specialization - Global Advocate and Advisor for Seniors
Dagmar has the unique ability and experience to help those living in the United States with assets or holdings in overseas countries planning or managing their last chapters in life, especially if there is no nearby family member to assist with these matters.
Before Dagmar even considered becoming a fiduciary, she supported her parents in Germany for many years toward the end of their lives. Knowing that their daughter would take care of things, from hiring contractors for remodel work to checking up on caregivers to handling their finances responsibly and reliably, made a big difference for them.
During her 30+ years of managing her foreign language business (Peritus Language Services), where she accompanied global cases with her team of linguists, working closely with lawyers in the US, Europe, and beyond, she gained extensive personal experience interacting with international government entities and financial institutions.
With her years of experience in multicultural, multilingual environments and her recent certification as fiduciary, she is uniquely qualified to assist in and manage these types of global planning and management situations.
If you would like to learn more about Dagmar’s background, please review her LinkedIn Profile.
Bernard J. Putz, Ph.D., MBA, MA, CAPS
Bernard’s Specialization - Holistic Aging Readiness
Bernard brings over three decades of experience guiding individuals and organizations through complex transitions with clarity and structure. He holds a Ph.D. in Organizational Psychology, an MBA, and a Master’s degree in Organizational Development, and has led transformation initiatives for major corporations focused on improving effectiveness. He now applies that same disciplined approach to helping families navigate life’s third chapter.
He helps individuals and families organize the administrative, financial, health, and coordination systems that become increasingly important over time. He is a Certified Aging-in-Place Specialist (CAPS) and holds additional certifications in Gerontology, Healthy Aging, Data Science, and AI. His multidisciplinary background allows him to blend human insight with structured analysis.
Bernard also has more than thirty years of hands-on experience in residential remodeling, construction, and property management. This practical knowledge provides a grounded understanding of environmental safety, long-term property stewardship, and the physical realities that often shape aging decisions.
He believes thoughtful readiness creates stability, dignity, and greater freedom in the years ahead.
If you would like to learn more about Bernard’s background, please review his LinkedIn Profile.
Member of the following organizations:
