• Group of professional women and one dog in a modern living room

    The Stiles Partners Family

    Providing supportive services that promote the health, happiness and financial well-being of our clients while protecting their privacy and independence.

  • Two older adults, a man and a woman, sitting at a table with a laptop and glasses. The woman is adjusting her glasses and the man is looking at her. There are two glasses of yellow drink on the table, and a notebook. The background is a room with bookshelves and a window with greenery outside.

    Financial planning

    Financial planning is an integral part of life planning for our clients. We take a comprehensive view of each client’s needs

    VIEW OUR SERVICES
  • A set of keys hanging from a door lock with a blurred background of green outdoor scenery.

    Tax & Estate Planning

    Effective estate planning allows our clients to maximize the wealth they will ultimately transfer as well as minimize taxes.

    START PLANNING
  • Group of professional women and one dog in a modern living room

    The Stiles Partners Family

    Providing supportive services that promote the health, happiness and financial well-being of our clients while protecting their privacy and independence.

  • Two older adults, a man and a woman, sitting at a table with a laptop and glasses. The woman is adjusting her glasses and the man is looking at her. There are two glasses of yellow drink on the table, and a notebook. The background is a room with bookshelves and a window with greenery outside.

    Financial planning

    Financial planning is an integral part of life planning for our clients. We take a comprehensive view of each client’s needs

    VIEW OUR SERVICES
  • A set of keys hanging from a door lock with a blurred background of green outdoor scenery.

    Tax & Estate Planning

    Effective estate planning allows our clients to maximize the wealth they will ultimately transfer as well as minimize taxes.

    START PLANNING

Welcome to Stiles Partners

Stiles Partners is known for its commitment to handling a range of client situations from simple trusts to those with diverse and complex assets. We provide meticulous trust accountings; dependable management; strong relationships with service providers; and personal, caring attention to detail.

ABOUT US

Well-being of our
clients first

Our three partners are all Stiles family members, born and raised in the greater Bay Area. We bring our focus on family to our client relationships. We offer clients distinctive benefits and act as stewards of their wealth.  Superior client service, coupled with disciplined and ethical practices, are ingrained in our culture and our delivery. Stiles Partners takes responsibility for the decisions we make on your behalf.

The Stiles Partners Approach

We are dedicated to providing our clients with the planning and resources needed to protect and preserve their estates. Our goal is to provide supportive services that promote the health, happiness and financial well-being of our clients while protecting their privacy and independence.

T. Anne Lassahn, M.P.A., C.L.P.F.

Kelsey Stiles, C.L.P.F.

Karin Stiles Williams, CPA, C.L.P.F

  • “You have been attentive, efficient, and provided excellent service; you are insightful, a master at problem solving, and have shown skill in caregiving to clients.”

    —The Risken Family

  • "I want to thank you very much for stepping into a difficult and complicated situation in acting as co-conservator for my Aunt Marie, and later as executor for her estate."

    —Janifer M. Burns

  • "Ms. Lassahn is known by the court, attorneys in the field, and other fiduciaries in her community for her commitment to handling extremely contentious cases that often involve dysfunctional and combative family members."

    —Juliette D. Nguyen

  • "I am truly grateful that my mother had such a compassionate and capable conservator. Anne will always have a place in my heart."

    —Jackie Cory

Get started with Stiles Partners, today.

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