MANAGER, FIDUCIARY ACCOUNTS
Manager, Fiduciary Accounts
Phone: (626) 793-9400
Michelle is Lagerlof, LLP’s Manager of Fiduciary Accounts. She has been with Lagerlof, LLP (formerly Lagerlof, Senecal, Gosney & Kruse) since 1990. Prior to 2020, she supervised the financial operations of the firm through several accounting systems transitions in addition to running the Family Office and Fiduciary Support Services Groups.
In 2020, her focus remains on fiduciary support for clients from small guardianships to large multi- million-dollar Private Foundations and trusts of families with large, closely held family companies. She works with the Family Office Group for clients who need personal or small company bookkeeping and accounting services, as well as for conservatorships and guardianships. Michelle continues to head Fiduciary Support Services, providing seamless back office support to trusts and private foundations, some of whom engage the firm for legal work, and some who are only in need of accounting support.
She is passionate about providing the fiduciary with clear and accurate information to maintain court compliance, assist auditors, and for the benefit of any beneficiaries. She trains her staff in maintaining the same standards. When she is not working, you might find her camping, biking or hiking in the hills.