Lorenz Private Trustees - San Diego, Beverly Hills, Temecula, Newport Beach, New Hampshire
  • Home
  • About
    • About
    • Mission Statement
    • Document Retention Policy
    • Marguerite C. Lorenz. CTFA, CLPF
    • Clay B. Spiegel, CPA
    • Noah B. Benton, Esq.
    • Joseph F. McMackin, Jr., CLPF
    • Ryan J. Shumacher, Esq.
    • Jane B. Lorenz
    • Speaking Events
    • In The News
  • What is a Fiduciary?
    • What is a Fiduciary?
    • Who Needs A Fiduciary?
    • Before Hiring Guide
    • Ethics For Trustees
  • Locations
  • Contact
  • How to Name Us
  • Your Estate Plan
    • Your Successor Trustee
    • Probate/Court Accountings
  • FAQs
  • Professionals
    • Financial Advisors
    • Attorneys

Our Mission

We strive to bring peace and confidence to our clients by:
  • Actively listening and respecting the individual’s needs and wishes.
  • Fulfilling the written provisions with our professional experience and resourcefulness.
  • Communicating with integrity and empathy.

Our Philosophy

Our clients are people who have thought ahead. Our goal is to empower our clients to live the life they want and to provide for their beneficiaries in the way they planned.

We utilize modern technology while placing the highest value on personal relationships.
​

Serving Clients Throughout Southern California and Beyond, including Beverly Hills in Los Angeles, Newport Beach in Orange County, Mission Valley in San Diego County, Temecula in Riverside County, and Portsmouth in New Hampshire

Locations

​Telephone | 877-630-8448

  • Home
  • About
    • About
    • Mission Statement
    • Document Retention Policy
    • Marguerite C. Lorenz. CTFA, CLPF
    • Clay B. Spiegel, CPA
    • Noah B. Benton, Esq.
    • Joseph F. McMackin, Jr., CLPF
    • Ryan J. Shumacher, Esq.
    • Jane B. Lorenz
    • Speaking Events
    • In The News
  • What is a Fiduciary?
    • What is a Fiduciary?
    • Who Needs A Fiduciary?
    • Before Hiring Guide
    • Ethics For Trustees
  • Locations
  • Contact
  • How to Name Us
  • Your Estate Plan
    • Your Successor Trustee
    • Probate/Court Accountings
  • FAQs
  • Professionals
    • Financial Advisors
    • Attorneys