Lorenz Private Trustees is a team of qualified private fiduciaries based in Newport Beach, CA, serving clients throughout Southern California and beyond. With a mission to provide trust administration, estate accounting, and fiduciary management services, they specialize in transitioning businesses for the next generation, supporting individuals and families, and serving as an independent third-party fiduciary.
As trusted professionals, Lorenz Private Trustees understand the importance of maintaining privacy and honoring the instructions in trust documents, wills, and powers of attorney. They offer their expertise in managing complex assets, acting as distribution advisors, and providing asset protection for ultra-high-net-worth families. Whether it's probate administration, estate settlement, or court accountings, Lorenz Private Trustees are dedicated to serving their clients' best interests.
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