For Professional Advisors

    As a professional advisor, you build your client relationships on trust and mutual respect. The same is true for our relationships with our friends and donors.

    We understand that financial, philanthropic and estate goals are unique to the individual. For this reason we welcome the opportunity to assist as you incorporate your clients’ philanthropic objectives into well-crafted estate plans. Furthermore, we encourage prospective donors to consult with their professional advisors before making decisions based on information we provide.

    Please feel free to contact us directly for information or assistance on a confidential basis.

    Legal Name: Mills-Peninsula Hospital Foundation

    Incorporated in: Burlingame, CA

    MPHF Philanthropy Advisors Council's Roster

    Name Organization
    Heidi C. Bowman Corporate Accounting Services
    John Bowman Baywood Insurance Services, LLC
    Christopher Browne Fiduciary Trust International of California
    Timothy C. Brugh The Goldman Sachs Trust Company
    James R. Cody Harris myCFO LLC
    James G.B. DeMartini, III Seiler LLP
    Larry Dugoni  
    Frank Espina Shea Labagh Dobberstein
    Barbara Evers Boston Private Bank & Trust Company
    Tara Fowler The HF Group
    Ralph Garcia Wells Fargo Advisors LLC
    John Golden Basye and Golden
    Sinclair Hwang Carr McClellan Ingersoll Thompson & Horn
    Nancy E. Johnson Boston Private Bank & Trust Company
    Reid Liebhaber J.P. Morgan Private Bank
    Jeffrey Loew Burns Loew, A Professional Law Corporation
    Keith McWilliams Evercore Wealth Management, LLC
    James P. Mitchell Esq Coblentz, Patch, Duffy & Bass, LLP
    Mary Pryce Barulich Dugoni Law Group Inc.
    Greg Ryan Capital Guardian Trust Company
    Kim Schoknecht Pillsbury Winthrop Shaw Pittman LLP
    Walter Shjeflo Fox, Shjeflo, Hartley & Babu LLP
    Dayna Sumiyoshi Morgan Stanley Smith Barney Global Wealth
    Bruce Tenenbaum UBS Private Wealth Management
    Jason Ting Merrill Lynch and The Ting Group
    G Bradley Tuthill CFA Goldman Sachs & Co.
    Golnar Yazdi Carr McClellan Ingersoll Thompson & Horn