Bahamaden Advisory
Bahamaden Advisory

Protect Wealth Created

Entrust your future and assets with an experienced fiduciary

Entrust your future and assets with an experienced fiduciaryEntrust your future and assets with an experienced fiduciaryEntrust your future and assets with an experienced fiduciary
Contact

Protect Wealth Created

Entrust your future and assets with an experienced fiduciary

Entrust your future and assets with an experienced fiduciaryEntrust your future and assets with an experienced fiduciaryEntrust your future and assets with an experienced fiduciary
Contact

About Us

Manage Family Office

Real Estate Experience

Real Estate Experience

  • Managing financial affairs for all beneficiaries
  • Experienced in managing beneficiaries personal real estate
  • Manage all tax preparation and planning
  • Review legal documentation and contracts for the benefit of the beneficiaries
  • Provide advice and business consulting 

Real Estate Experience

Real Estate Experience

Real Estate Experience

  • 15 years Real Estate Acquisitions and Development
  • Extensive Low Income Housing Tax Credit (LIHTC) experience
  • Novagradac LIHTC Property Compliance Certification
  • Professional Fiduciary Certification


Committed to Service

Real Estate Experience

Committed to Service

  • Highly experienced in handling all areas of legal matters - to include litigation, drafting all types of legal documents, and testifying in court  
  • Knowledge in hiring and managing all types of professionals
  • Extensive experience in Tax Planning


Our Team

Michelle Morgan - Managing Trustee

Michelle is a Licensed and Bonded Trustee, and the Managing Trustee of three Irrevocable Trusts.  She brings over 15 years of LIHTC project experience.  She carries a Novogradac LIHTC Property Compliance Certification and a CA Real Estate License

Learn More

Brendon Dalrymple - Litigator & Co-Trustee

Brendon brings over 20 years of experience with expertise in Civil Litigation and Construction Law.  

Learn more

Debbie Sobeck - LIHTC Asset Management Consultant

Deb  has been CEO of several LIHTC Property Management Companies encompassing several thousand units in California, most recently the Head of Property Management and Operations for Mid Pen Housing which has over 100 projects and over 7000 units. 

Learn more

Douglas Bystry - Finance & Development Advisor

 Finance, Development and Syndication services based on his varied executive management. He is currently President/CEO of Clearinghouse CDFI. Doug is fully versed in all areas of property management, finance, and acquisition. 

Learn More

Robert J. Lorenzetti - Tax & Business Advisory

 Robert has more than 25 years of experience as a strategic business advisor specializing in securing debt and equity placements for small-to medium-sized businesses across a broad range of industries.

Learn more

Gary Morgan - Principal Consultant

  • Over 25 years consulting experience across various industries and verticals
  • Enterprise Cloud solution certifications in Marketing, Customer Relationship Management, AI, GIS, and more.

Learn more

Client Feedback

Susan Polk

Mary A. Dannelley - Law Office of Mary A. Dannelley

Mary A. Dannelley - Law Office of Mary A. Dannelley

I had already come to know Michelle Morgan as an energetic, dependable, honest worker in an organization we participated in together when she volunteered to assist me professionally. I had property & nuisance issues with a neighbor and had exhausted my own resources.  Michelle gave me legal referrals and document assistance.  She actively listened to my concerns.  Her priority is to do the job legally and thoroughly.  Because of Michelle’s patient, professional intervention on my behalf my dispute was resolved and my peace of mind remains in tact.            I not only recommend Michelle Morgan as Fiduciary but as a person of impeccable character.

Mary A. Dannelley - Law Office of Mary A. Dannelley

Mary A. Dannelley - Law Office of Mary A. Dannelley

Mary A. Dannelley - Law Office of Mary A. Dannelley

  

I cannot say enough positive things about my experience working with Michelle Morgan in her capacity as a fiduciary. I had the pleasure of working side by side with Ms. Morgan and several members of her professional team on a complex 9-year litigation matter. Ms. Morgan is a consummate professional with a sharp intellect, extensive experience, business savvy, common sense, and incredible work ethic. Most important, she is trustworthy. Ms. Morgan’s strength of character and moral compass are unparalleled, and she understands the meaning of the words “fiduciary duty” and “loyalty” like no other person I have met. I cannot imagine more critical attributes for a fiduciary. There is nobody else I would trust more to oversee my assets, ensure that they are well-managed, and protect and preserve them for my beneficiaries.

Diana Perreira

Mary A. Dannelley - Law Office of Mary A. Dannelley

Diana Perreira

Michelle and her team have been an incredible asset in both my professional and personal situations. She was there for me every step of the way while opening my business eleven years ago and she and her team have recently helped me through my personal legal matters.


While opening my business there were many hurdles I needed help getting over that I didn’t know about, or have the answers to. She guided me and made sure I was doing everything in the correct manner with the city and state. My business has been thriving and if I ever need help or have a question she is there for me. This gives me peace of mind knowing I have someone to call if I ever don’t have the answers on my own. 

She and her team are readily accessible so I also know that I will not have to wait to get the answers that I need to keep my business running successfully.

I feel so comfortable with Michelle’s knowledge and insight that I recently consulted with her on my personal legal matters. She went above and beyond to get me the legal help I needed and was there to give her advice and support every step of the way. I can’t say enough about how happy I was with the process and the result.

I would recommend this group to any friend or client that needed help and support through their different financial and legal journeys. Their expertise, knowledge, and professionalism went beyond my expectations.

Contact Us

Bahamaden Advisory

24532 Del Prado Avenue, Dana Point, California 92629, United States

(949) 496-4732 mmorgan@bahamaden.com

Hours

Monday - Friday: 9am - 5pm

Copyright © 2020 Bahamaden Advisory - All Rights Reserved.