Hartley's talks bring to life flourishing trustscapes. His talks are built around stories and practices of successful families.
Hartley regularly speaks at family-only events, and has presented at conferences hosted by the Family Office Exchange, Institute of Private Investors, Society of Trust and Estate Professionals, Purposeful Planning Institute (where he serves on the Counsel of Deans), Attorneys for Family Held Enterprises, Private Wealth Network (Australia), American College of Trust and Estate Professionals, and many others.
Hartley has been a guest lecturer at the American Banking Association's National Trust School.
"The evening was a great success. We really liked the way you engaged the audience. Everything felt very natural and relaxed."
"By steadfastly holding and articulating a positive vision of an evolved trustee-beneficiary relationship, he moves the entire field decisively forward."
Trustee workshops. Fill gaps in your knowledge and practice hands-on skills. A sampling of topics: how to prepare for and conduct successful meetings with beneficiaries; explain the trust instrument in plain words; make clear how to request distributions, and how requests will be evaluated; when to step into the role of mentor or "chief learning officer."
Beneficiary workshops. No one is born knowing about trusts, or learns about them in school. In our workshops, beneficiaries reduce trust-related anxiety and feelings of powerlessness by gaining solid information. Also learn to form productive relationships with trustees.
Whether virtual or in person, learners are actively engaged every step of the way, from the moment they walk into the room until the end of the training.
"I am grateful for the kind consideration and directness with which Hartley addressed my questions and for the thought-provoking questions he asked. It’s a comfort to listen to the thoughts of someone who is interested first and foremost in my well being."
—C.W., Colorado Springs
Seminars targeted to clients’ specific needs take place in smaller, more intimate settings such as family gatherings or staff training. Seminars are available in half-day, full-day, and 2-day formats. Recent examples
- At a retreat bringing together mutiple family branches for the first time, the theme of a 2-morning program for members of the rising generation was: Getting to know each other, while learning about trusts, and having fun.
- A Private Trust Company requested a 1-day training to help new Distribution Committee members understand the ins-and-outs of their duties.
- Vanderbuilt University hosted a 2-day trust education Seminar for Family Office leaders.
“Hartley’s 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.”—B.K., New Yrk
Engage Hartley for one-off or ongoing trust-related projects. Clients include family offices, institutional trust companies, private family trust companies, and distribution committees.
For those in need of a personal consultant for a single hour or something more than that—trustees and beneficiaries seeking to gain insight and raise personal awareness hire Hartley to ignite new perspectives and performance.
Personal consulting is either in person, by telephone, or using Skype, so there are no geographic limitations.
“As both a beneficiary and a family trustee for multiple trusts over many years, I approached Hartley to help me navigate a tricky succession process. His unflagging support, knowledge and networks were absolutely invaluable.”― D.F., San Francisco