Marguerite Lorenz

Marguerite Lorenz, MCIT, CLPF#319 has served as a Trustee/Executor since 2003. As a founder of Lorenz Private Trustees, Ms. Lorenz has developed a robust succession plan; she is one of five trustee partners in her fiduciary practice. Since 1975, the Lorenz team relies on good communication, solid values, continuing education, and continual process improvement. No two cases are exactly alike. Please visit MyTrustee.net to learn more about how Marguerite and her team can serve you best.

She serves high-net-worth, and ultra-high-net-worth clients who want to keep their legacy in trust for future generations. She is comfortable with complex assets such as commercial and residential rentals, short-term rental properties, shopping malls, vessels, and more. Ms. Lorenz is the author of Ethics for Trustees 2.0, available on Amazon (Kindle and paperback). Ms. Lorenz is a consultant and educator on the topics of professional mindfulness, ethics, good trust administration practices, and much more. She is a frequent public speaker and podcast guest.

Learn more about Marguerite in this fun interview:
https://www.therongreenwaldshow.com/ep-49-icons-insights-and-intentions-marguerite-lorenz-on-estate-planning-for-life/