Niche fiduciary services Lorenz Private Trustees specializes in acting as Trustee, Executor, and agents for Finance and Health Care, positioning them as a neutral, professional alternative to banks for estate administration and succession planning which can be a gateway to cross-sell legal, accounting, and family governance services.

Succession planning trigger Clients with estate plans expecting orderly transition or potential incapacity can be targets for advisory services around successor trustee selection, plan execution, and ongoing governance, presenting opportunities for partnerships with law firms and financial planners.

No product sales The firm does not sell financial products, emphasizing trust-based services. Sales teams can emphasize holistic estate implementation, compliance, and conflict mitigation, while seeking referrals to complementary professionals in legal, tax, and wellness planning.

Growing但firm scale With 11-50 employees and revenue in the mid-range ($10M–$25M), there is room for scalable partnerships, technology enhancement, and service expansion, particularly in digital estate management, client onboarding, and remote trustee capabilities.

Tech and security focus Current tech stack includes Snowplow, Cloudflare, and Google Analytics, signaling readiness for advanced analytics, risk monitoring, and secure client data handling. This presents upsell opportunities for enhanced compliance, privacy, and digital client experience solutions.