MARGUERITE LORENZ

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

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