Marguerite Lorenz

Master Trustee · Managing Partner

Marguerite Lorenz, MCIT, CLPF** is a prominent figure in the fiduciary services industry, serving as a Master Trustee and Managing Partner at **Lorenz Private Trustees:. She has been in this role since 2003, specializing in estate administration, trust management, probate administration, estate settlement, and fiduciary accounting.1 2 3

Key Credentials and Roles:

Certifications: Marguerite is a California Licensed Professional Fiduciary (#319) and a Master Certified Independent Trustee (MCIT) through the Independent Trustee Alliance (ITA).4 5
Education: She is a graduate of the National Trust School, American Bankers Association at Northwestern University and holds a Certificate in Professional Fiduciary Management for Trustees from California State University, Fullerton.4 5
Professional Roles:
- Managing Partner, Lorenz Private Trustees: She co-founded the company with her stepmother, Jane Lorenz, and has been instrumental in its growth.3 5
- Vice-Chair, Independent Trustee Alliance: She plays a significant role in this organization, which focuses on professional trusteeship.5
- President, Estate Planning Group Network: She leads this network aimed at enhancing estate planning practices.1 5
- Author: Marguerite co-authored "Ethics for Trustees 2.0", a guide for fiduciaries.5 7

Experience and Expertise:

Marguerite has extensive experience handling complex assets, including real estate, businesses, and unique assets like art and collectibles. She serves high-net-worth and ultra-high-net-worth clients, ensuring their legacies are preserved for future generations.7 Her expertise includes serving as a trustee for various types of trusts and acting as an executor/administrator for estates.7

Public Engagement:

Public Speaker: Marguerite frequently presents educational sessions on estate planning and fiduciary matters.5
Expert Witness: She has served as an expert witness in criminal cases.4