2 Podcast Episodes
Connect Our Elders With Marguerite Lorenz, CTFA, CLPF, Master Trustee, Managing Partner Of Lorenz Fiduciary Services
Connect Our Elders With Marguerite Lorenz, CTFA, CLPF, Master Trustee, Managing Partner Of Lorenz Fiduciary Services
19 Sep 2021
•
56mins
Marguerite Lorenz on independent trustees and preventing harmful family conflict
Marguerite Lorenz on independent trustees and preventing harmful family conflict
Families can benefit if they leave the work of fiduciary duties to a dedicated professional trustee and focus on being a... Read more
8 Apr 2021
•
28mins