TrustWorthy: New Angles on Trusts from Beneficiaries and Trustees: A Positive Story Project showcasing beneficiaries and trustees
HARTLEY GOLDSTONE founded Navigating the Trustscape™ after serving families for thirty years as attorney, trustee and planner. He is a strategic and tactical advisor for institutional and individual trustees and inheritors in all stages of life. He offers workshops for trustees and for trust beneficiaries, facilitated family meetings, personal consulting and speaking engagements directed toward reframing trust relationships that too often fail downstream generations and the trustees that serve them. Hartley's focus is on raising trustee and beneficiary awareness of the possibilities in their relationships, followed by practical next steps to fulfill the potential of personal trusts to enhance the lives of beneficiaries within the legal and other constraints. Beneficiaries and trustees who strive for excellence seek to understand the power (and fragility) of the relationship. KATHY WISEMAN, MBA, is the founder and president of Working Systems, Inc., a firm dedicated to enhancing generational transitions in family businesses, family offices and family foundations. Based on the latest studies of family relationship systems, Wiseman uses a variety of distinct techniques to facilitate engagement, participation and decision-making as she assists families navigate through times of high-stake change. Wiseman is a faculty member of the Georgetown University Family Center and Bowen Center for the Study of the Family, where she lectures on decision making and effective management in systems considering or experiencing change. She is an adjunct faculty member at George Washington University's Center for Entrepreneurial Excellence, where she co-directs the Family Office Forum a private forum developed for family office leaders to share best practices, participate in a peer network, challenge their thinking and act as a resource for insight and opportunities.