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Odds are you're here because you're a trustee, beneficiary, family office executive, or an advisor. If so, you're in the right neighborhood. I specialize in approaches and tools to make trust relationships work better.
I coach acting trustees who would like new ideas and skills, potential trustees who need to better understand what they might be getting into, and beneficiaries at all stages of life.
A favorite assignment is “orienting” the brand new beneficiary. My message: Certain reactions on your part—anxiety, trepidation, curiosity—are natural. After all, what should anyone expect when thrust into unfamiliar circumstances with little or no preparation? I’d like to help you get “trust-ready.”
A beneficiary from NYC recently emailed:
“Your presence of mind, relevant experience, and deep relational wisdom helped me forge a burgeoning new relationship with my trustees and leave behind the daunting confrontations I had feared.”
And another from San Francisco:
"As both a beneficiary and as a family trustee for multiple trusts over many years, I approached Hartley to help me navigate through a tricky succession process. His unflagging support, knowledge and networks were absolutely invaluable. More than that, by steadfastly holding and articulating a positive vision of what an evolved trustee-beneficiary relationship can be, he moves the entire field decisively forward.”
After 30 years advising high-net-worth families, these days my practice is limited to personal and group coaching by telephone (so there are no geographic limitations), consulting, and public speaking. Give me a call—720 283-9376—and let’s discuss how together we might create a partnership characterized by respect, support, encouragement, humor, and creativity. ...
-- Hartley Goldstone
April 28, 2014
A beneficiary must understand how to navigate his own unique trustscape. Doing so will raise that beneficiary’s confidence and put them in a better position to form a productive partnership with the trustee. ... read online
It's easy for a trustee to get caught up in complexities. And the enticing solution is often a simple one ... read online
What if we want more than some sort of status quo? What if we want to take flight? ... read online
Sherlock Holmes, the renowned master detective, is carrying out an assignment as a trustee ... read online
The proper ingredients to cook up a healthy relationship between trustees and beneficiaries ... read online
Browse All Columns On WealthManagement.org
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™