Matthew Santangelo Appointed to Lorenz Private Trustees of New Hampshire
Lorenz Private Trustees is excited to announce the appointment of Matthew Santangelo as the second Private Trustee to join its Portsmouth, New Hampshire office. With an extensive background in fiduciary services and a distinguished career spanning more than three decades, Matt’s arrival represents a significant milestone in the growth and development of Lorenz Private Trustees’ team and services.
In his new role as a Private Trustee, Matt will be providing professional, individualized trustee services. He will work closely with Noah Benton, the firm’s first New Hampshire trustee, to further enhance the firm’s offerings and strengthen its already solid client relationships. Matt’s appointment underscores the firm’s commitment to attracting top-tier talent to meet the growing needs of high-net-worth families, individuals, and family offices across the region.
Marguerite Lorenz, the Managing Partner of Lorenz Private Trustees, expressed enthusiasm about the appointment: “We are absolutely thrilled to welcome Matt Santangelo as our sixth Private Trustee. With his wealth of experience in the trust and estate industry, combined with his unwavering commitment to delivering personalized service, Matt aligns perfectly with our tradition of excellence. His expertise and professional demeanor will undoubtedly elevate our team, while his appointment reinforces Lorenz Private Trustees’ dedication to expanding and strengthening our New Hampshire practice.”
Matt’s professional qualifications are impressive, having earned the Certified Trust Fiduciary Advisor (CTFA) designation and a Registered Trust and Estate Practitioner (TEP) certification. These credentials are a testament to his deep understanding of trust services and his commitment to upholding the highest standards of fiduciary responsibility. Matt is also a graduate of the National Graduate Trust School, where he acquired the specialized knowledge that continues to inform his work today.
Before joining Lorenz Private Trustees, Matt served for more than 30 years as a trust and wealth advisor for ultra-high-net-worth families and their family offices. His career includes prominent roles at well-respected institutions such as The Bank of New York Mellon, Northern Trust, Merrill Lynch Trust, and Bessemer Trust. During his tenure at these firms, Matt consistently demonstrated his ability to navigate complex financial landscapes, delivering tailored solutions for families and individuals with unique needs and aspirations.
In addition to his expertise in the trust and wealth management sectors, Matt brings a strong sense of discipline and leadership, stemming from his service in the United States Navy. He served as a Surface Warfare Officer on a guided missile destroyer and in various other commands, which shaped his approach to leadership and decision-making in the high-pressure environments he faced.
Commenting on his new role at Lorenz Private Trustees, Matt expressed excitement and anticipation for the work ahead: “I am honored to join Lorenz Private Trustees and look forward to serving as a Private Trustee alongside Noah Benton. I see great value in working collaboratively with my clients’ existing investment managers, legal counsel, and tax advisors to ensure that all aspects of their trust services are meticulously managed. My goal is to provide my clients with the highest standard of integrity and personal attention, ensuring their unique needs and objectives are met with the utmost care and dedication.”
As Lorenz Private Trustees continues to expand its team and grow its footprint in New Hampshire, the firm remains focused on delivering high-touch, personalized service to its clients. Each of the firm’s Private Trustees is handpicked for their expertise, experience, and commitment to providing top-tier fiduciary services. With the addition of Matt Santangelo, Lorenz Private Trustees is well-positioned to further enhance its already impressive reputation in the industry.
The firm’s philosophy is rooted in building long-term, trusted relationships with its clients, ensuring that their wealth is managed effectively and with the highest level of professional responsibility. By providing individuals and families with an experienced, dedicated trustee, Lorenz Private Trustees helps clients navigate the complexities of estate planning, asset management, and trust administration.
Looking ahead, Lorenz Private Trustees plans to continue expanding its team of experts in fiduciary services, offering enhanced capabilities in trust and estate management to meet the evolving needs of its clients. The firm’s strategic focus on growing its New Hampshire practice reflects its commitment to providing personalized, thoughtful solutions for affluent families, individuals, and family offices in the region.
Matt’s addition to the Lorenz Private Trustees team also exemplifies the firm’s broader approach to expanding its expertise in wealth management. As a trusted advisor, Matt is dedicated to providing individualized, strategic guidance to his clients, ensuring they achieve their financial goals while preserving and protecting their wealth for future generations.
With a strong foundation of experienced professionals, Lorenz Private Trustees continues to be a trusted partner in fiduciary services, delivering exceptional value to its clients with every decision and action it takes. The firm’s approach blends the rigor of fiduciary responsibility with a deep understanding of the personal, financial, and emotional factors that influence decision-making for ultra-high-net-worth families and individuals.
The addition of Matt Santangelo to the team signifies a key milestone for Lorenz Private Trustees, marking the continued evolution of the firm as a leading provider of trust services in New Hampshire and beyond. Through his exceptional expertise and commitment to excellence, Matt will help position Lorenz Private Trustees for continued success in the years to come.
Lorenz Private Trustees remains committed to its clients, continually refining its offerings to meet the evolving needs of today’s high-net-worth individuals and families. With the expertise of Matt Santangelo and his colleagues, the firm is well-positioned to deliver the best in fiduciary services, ensuring the long-term success and satisfaction of its clients.
In summary, Matt Santangelo’s appointment as the second Private Trustee at Lorenz Private Trustees brings immense value to the firm and its clients. With his wealth of experience, unwavering dedication to client service, and deep understanding of the trust and wealth management landscape, Matt is set to make a significant impact at Lorenz Private Trustees. His collaboration with Noah Benton and the rest of the firm’s team will further solidify Lorenz Private Trustees’ reputation as a leading provider of personalized, professional fiduciary services.
