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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, trust officer, consultant and—in recent years—personal coach, my approach can be summed up as: Providing tools to make personal trust relationships work better (and my premise is that no two trustscapes are identical).
Through structured programs and individually tailored engagements, I am retained by acting trustees who would like new ideas and skills to work more productively with beneficiaries. I also help potential trustees know what they might be getting into, and help trust beneficiaries—at any stage of life!—relate more effectively with their trustees.
So—you might be a candidate for our Trustscape™ Orientation Program for Trustees. Click here for information about that. Or a Trustscape™ Orientation Program for Beneficiaries. Click here for a snapshot of how those work.
Or maybe you need a keynote or a workshop. 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, the University of Colorado Law School, and others have invited me to liven up their audiences with fresh ideas about flourishing trustscapes, as a counterpoint to the usual technical talks.
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, more inspiring level...
-- Hartley Goldstone
February 11, 2014
Hartley Goldstone shares some important advice for parents of children with special needs... 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...
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"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™