About us
OceanGate Fiduciary Services provides asset administration services to law firms
dealing with complex estate matters and to family offices in transition. We pride
ourselves on discreet, strategic and meticulous execution for complex, high-value
estates and family offices.
Our Expertise
Our Philosophy
We listen to families, translate their priorities into clear legal and
financial strategy. Importantly, we develop the strategy but we also work closely to make sure it is implemented.
We strive to be a trusted ally, making client priorities a reality and
bringing financial expertise and attention to every detail.
Our Commitment To Results
Our Experience
Our team has a lifelong commitment to excellence,
anchored in financial sophistication, legal collaboration and a deeply human approach
to helping families protect what matters most.
Over the course of an accomplished 40-year career, Margaret
Annett, Principal, has developed a record of achievements that reflect both elite
academic grounding and in-depth transactional experience for multiple asset portfolio
types.
Margaret Annett
Founder
Margaret Annett holds an MBA with advanced focus in accounting (CPA) and finance and brings deep expertise in estate, fiduciary, and tax matters. A former Treasurer of the Art Institute of Chicago, she oversaw financial governance and investment portfolios exceeding $1 billion. She has also served as a trustee, estate executor, and court-appointed administrator and is eligible to serve as a personal representative in Florida.
Mail: Oceangatefs@gmail.com
Phone: 312.213.3715
Richard Poma
Freelance Business Developer
Hello world! I’m a husband, dad, and car enthusiast with a competitive streak—on the track, and in business. I balance family life with a passion for drag racing, time attack, and all things tech, while working toward my goal of building a business managment–focused entrepreneurial career. I believe in smart risks, constant improvement, and building something meaningful.
Mail: richardpomawaterpolo@gmail.com
Phone: 773.682.8026
