Our Mission

The ACE Fiduciary Group, A Non-Profit Corporation is on a mission to curate our life for good. We complete the circle of care so often missing 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 Fiduciary exceeds California Licensing Requirements.
  • Our Founder, Loren has logged well over 10,000 hours into become an expert in this field.
  • We have taken 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 can assist families and small businesses when a neutral third party is required to close or manage an estate. A professional trustee is a must when you want to create a charitable trust to avoid IRS scrutiny.
  • 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.
  • A qualified licensed, professional conservator can save your family money by managing expectations and reducing areas which can often lead to ongoing litigation.

The ACE Board of Directors

Barb Gross
Barbara
Gross
Chair
Retired CFO
Loren
Loren A. Emmanuel
Treasurer
Licensed Fiduciary, MBA
Barbara
Barbara
Dallas
Secretary
LCSW
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Ira
Hillyer
Member
JD, Fiduciary Consultant
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Mary M.
Koch
Member
Senior Living Advisor

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, 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 the area.
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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 marry her professional experience in a boutique estate planning firm together with her financial management background for clients and associates. Her goal is to grow The ACE Fiduciary Group 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.
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.
Marlesia Gonzales
ACE Concierge
Marlesia keeps our team organized and coordinates events as well as serving as a first point of contact for potential clients. Marlesia is studying Criminal Justice at San Francisco State University.
Francine Fitzgerald, RN
ACE Care Concierge
Francine brings her extensive experience in nursing to our team as our Conservator cases expand. She recieved her B.S. in Nursing from California State University, Hayward. She currently works as an Occupational Health Nurse for a local medical center. She supports our team and our clients to keep us healthly and brings her warm and sparkling personality to our cases as needed.
Crissy Evanson
ACE Real Estate Specialist
Crissy brings her experience in accounting, payroll and work with large property manager to our team. She is a notary and has a solid grasp of real estate issues. She is a graduate of Cal State Unitversity, East Bay with a BS in Business Administration and Accounting.

Proud member of:

Testimonials

Mark Shaw

Realtor

“She exercises wisdom and prudence”

Mande De Rome

Care Manager

“Loren is great with boundaries and professionalism”

David B. Pastor

Attorney

“Loren is able to handle conflict in inter family issues.”

Francesca Vogel

Homecare Assistance

“Partners and works well with her team of trusted advisors”

Ronald Greenwald

“Trustworthy. Her operation is a 10/10 on integrity.”

Mande De Rome

Care manager

“Loren is great at connecting with clients and building trust. Shows great empathy and patience”

Emily Thompson

“High level of expertise in trusts and estate matter. Listens with empathy and patience.”

Sharon Vanderpool

“Thank you for your help, we all appreciate your kindness and responsiveness. We are so grateful.”