If you would like to learn more about Dagmar’s background, please review her LinkedIn Profile.
About
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.
Member of the following organizations: