Our Mission

The ACE Fiduciary Group, A Non-Profit Corporation. We complete the circle of care for orphan elders and dependent special needs adults.

We are a collaboration of professionals dedicated to offering hope to those who's family members cannot serve as a private trustee, agent, conservator or estate administrator. We are building an organization to offer a continuum of care with accountability, compassion and excellence.

About Us

  • Our Founder, Loren Emmanuel has logged over 10,000 hours to become an expert in this field.
  • Fiduciary Officers and staff take ongoing education courses relevant to the responsibilities of estate management, brain functioning, conservatorship, trusts, and related topics.
  • We are trained to understand undue influence and protect against elder financial abuse.
  • We fully comply with fiduciary licensing requirements and state laws.
  • We offer expertise in situations with blended families, small business management, property management, and legacy trusts.
  • We offer a fair, unbiased alternative to laying an unequal burden on family or friends
  • A Trustee is legally required to follow your decisions as written in your trust documents as well as the laws of the State of California and the Uniform Prudent Investor Act.
  • Our team excels in court requirements, court accountings, business receiverships and conservator appointments.

The ACE Board of Directors

Barb-Gross-Retired-CFO-circle (1)
Barbara
Gross
Chair
Retired CFO
Loren
Loren A. Emmanuel
Treasurer
Licensed Fiduciary, MBA
Ashley Block headshot thumbnail
Ashley
Block
Secretary
LCSW
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Ira
Hillyer
Member
JD, Fiduciary Consultant
Juan Kelly
Juan
Kelly
Member
Retired Actuary

ACE Fiduciary Officers

Loren
Loren “Elle” A. Emmanuel (formerly Loren R. Acuña)
Founder, MBA, Certified Professional Licensed Fiduciary
Since 2001, Loren has applied her financial management skills to handling estates. This includes handling estate transfers, probates, trust distributions, charitable trusts, bankruptcies, and conservatorships with a total valuation of well over $100 million. She has earned her 10,000 hours and become one of the most experienced private fiduciaries in California.

Loren began her career in financial services after graduating from UC Berkeley, California. Working within the negotiated mortgage transactions industry, she learned risk assessment and best financial management practices while at various financial institutions, including Citicorp Investment Bank.

Working within the negotiated mortgage transactions industry, she learned risk assessment and best financial management practices while at various financial institutions, including Citicorp Investment Bank.

In 1992, she earned her master’s in business administration from the University of Southern California. Soon thereafter, she gained the practical skills of small business management as a consultant to start-up business and as the Treasurer for the law firm Acuña & Casas, P.C.

Loren enjoys collaborating with and getting know other professionals in the area through her involvement in such groups as the John Muir Philanthropic Advisory Group, The Conversation Project Steering Committee, PROVISORS, Trusted Advisors & Professional Services (TAPs) and other networking opportunities.

Meet the ACE Staff

Loren “Elle” A. Emmanuel (formerly Loren R. Acuña)
ACE Executive Director
Loren is thrilled to blend her professional experience in a boutique estate planning firm together with her financial management background in her work as a fiduciary. Her goal is to grow  ACE into a firm that is known throughout California as the "go to" resource for highly qualified professionals working within the estate, probate, and fiduciary field.As a member of The Professional Fiduciary Association of California, an affiliate member of the Contra Costa County Bar, and National Guardian Association, Loren regularly teaches and presents to fiduciaries, attorneys, tax professionals, investment advisors and family member trustees on a variety of topics. Take a look here for a list of recent topics.
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Heather Latiolais
ACE Case Accountant
Heather serves up practical “nuts and bolts” assistance in case accounting and administration for The ACE Fiduciary Group. Heather has worked in banking and recently completed her Associate Degree in Business from Diablo Valley College.
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Emma McLaughlin
ACE Concierge
Emma is a bright and engaging college senior with an eye on the prize. She dreams of working for a non-profit when she graduates to reach out to the community with a message of hope. She brings an eye for marketing and teamwork to the ACE team. 
TBA
Ambassador
Coming Soon. Another ACE star to help us in our mission of assisting "orphan elders".
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Lyle Harrington
ACE Case Coordinator
Lyle brings his BA in Psychology from the University of Rhode Island along with his previous work experience at  Fellowship Health Resources to bear as we navigate Special Needs and other areas requiring tact and skill. In addition, his financial experience with  Northwestern Mutual, and an understanding of lending through his work with Property Sciences Group gives Lyle a wonderful breadth as he works to assist Fiduciary Officers with case support. 

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