Dagmar Dolatschko

MBA | CLPF (California Licensed Professional Fiduciary #1460) | NCG

Specialization: Global Advocate and Advisor for Seniors

Dagmar’s path to becoming a California Licensed Professional Fiduciary is one of the most unusual in the field — and one of the most well-prepared.

Before earning her fiduciary license, she spent more than three decades building and running Peritus Language Services, a multilingual legal and financial translation firm. In that role, she worked side by side with attorneys, financial planners, and government entities across the United States, Europe, and beyond. She developed fluency not just in languages, but in the institutional complexity of international financial and legal systems.

That background makes her uniquely qualified for one of the most underserved needs in elder care: seniors living in the United States with assets, property, or family ties in other countries. Where most fiduciaries stop at the US border, Dagmar’s network and experience extend across it.

On a personal level, Dagmar supported her parents in Germany for many years through the end of their lives — managing contractors, overseeing caregivers, and handling their finances from abroad. She knows what it means to be the responsible party when a family member can no longer manage things alone. That experience shapes how she works with every client.

Dagmar is a member of the Professional Fiduciary Association of California (PFAC) and the National Association of Professional Organizers (NAPO).

What Dagmar Manages: Trust and estate administration | Power of attorney and conservatorship | AHCD Healthcare Proxies | Daily money management | Bill pay and financial organization | International asset and property management | Document and digital organizing | Heir and beneficiary coordination.

Bernard J. Putz

PhD (Organizational Psychology) | MBA | MA (Organizational Development) | CAPS (Certified Aging in Place Specialist)

Specialization: Aging Readiness and Transition Architecture

Bernard’s career spans four decades of guiding individuals, groups, and organizations through consequential change. His corporate work at Deloitte, Capgemini, and in the financial sector focused on optimizing complex systems, leading large-scale transformation initiatives, and helping organizations build resilience before pressure exposed their vulnerabilities.

He now applies those same disciplines to one of the most complex transitions any family navigates: aging.

When his own family faced aging transitions, Bernard saw a field that relied too heavily on checklists and too little on coherent frameworks. He developed the SilverBeacon methodology — a systematic approach to aging readiness built on four interconnected pillars and eight life domains — grounded in behavioral science, gerontological research, and decades of organizational change expertise.

Bernard is a Certified Aging in Place Specialist (CAPS), certified in Gerontology, Healthy Aging, Data Science, and AI. He also brings more than 30 years of hands-on experience in residential construction, remodeling, and property management — giving him a grounded, practical understanding of the physical environment’s role in aging transitions.

He is an advisor, facilitator, author, and speaker. His writing bridges academic research and lived experience, and his talks reach professional advisors, community organizations, and leadership forums.

Bernard is a member of the National Association of Home Builders (NAHB)

What Bernard Does: Aging readiness assessment | 4 Pillars / 8 Domains framework | Home safety and aging-in-place evaluation | Life system organization | Family facilitation and stakeholder alignment | Speaking and advisory | Research and decision tools