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I hope you are here because you are looking for tools to make personal trust relationships work better.
Having served families for 30 years as attorney, trustee and planner, I now help trust beneficiaries—at any stage of life! —relate more effectively with their trustees. I also help potential trustees know what they might be getting into, and I am retained by acting trustees who would like new ideas and skills to work more productively with beneficiaries.
So—You might be a candidate for a Trustscape™ Orientation Program for Beneficiaries. Click here for a snapshot of how they work. And please check back to this website for upcoming info about our Trustscape™ Orientation Programs for Trustees. In the meantime, call to learn the details.
I enjoy writing about flourishing trustscapes. In 2012, Kathy Wiseman and I co-authored TrustWorthy—New Angles on Trusts From Beneficiaries and Trustees, a collection of 25 positive stories told by beneficiaries and trustees. I contribute a monthly column “The Positive Story Project” to the journal Trusts & Estates and in May 2013 co-authored “The Moral Core of Trusteeship” for T & E.
In recent years I’ve spoken at conferences of the Family Office Exchange, Institute of Private Investors, American Bankers Association, Purposeful Planning Institute, Northern Trust, Union Bank of Switzerland, Abbott Downing, Eisner Amper, Opal Financial Group, and others.
I occasionally lecture at the University of Colorado Law School, am an Associate of Wise Counsel Research Associates and on the faculty of the Redwoods Initiative.
Please give me a call at 720 283-9376. Let's discuss how we might find new ways to think about your trustscape. Develop ideas and options for action. Raise your energy to a higher, positive, more inspiring level...
-- Hartley Goldstone
Dec. 3, 2013
It’s easy for a trustee to get caught up in complexities. And the enticing solution—the way to avoid that swamp—is often a simple one. …read online
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TrustWorthy is a collection of 25 personal — and positive — stories told by beneficiaries, trustees and their advisors. The book's objective? To begin to transform the most complex, conflicted and difficult relationship known under the law — the "arranged marriage" between beneficiary and trustee...
More Barron's Review Trusts & Estates Review
"There are many positive stories to be told about the interactions between trustees and the beneficiaries they serve. In TrustWorthy, you will find hope and a new vision."
John A. Warnick, J.D.Founder of the Purposeful Planning Institute
We respect the privacy of all inquires. Please contact us with any questions.
Our lively keynotes will make a great addition to your next conference, and our workshops mix fun with the challenge to think in new ways. Topics include:
On The Road To Practical Wisdom
Becoming A More Effective Beneficiary | Trustee
Technical Trustee or Deeply Trusted Advisor?
Lessons Learned From The Positive Story Project
I work side by side with beneficiaries, trustees, and their advisors on the issues that matter most.
Family Trustscape Meetings™
Preparation for Your Next Beneficiary/Trustee Meeting
The Navigating Your Next Five Years System™