What is the focus of a “trust company”? The trust. What is the focus of a “trusted company”? The quality of the relationship between the trustee and the beneficiary.
Articles
Anthony Deden on Preserving Financial Capital
What does dynamic preservation of wealth over time really require? This is a great starting point.
How PTC Boards Can Improve Their Discussion of the Distribution Function
This one-page essay describes two simple tools for improving PTC Board discussions.
Distribution Challenges from the Perspective of a Responsible Adult Beneficiary
This note considers the distribution function from the perspective of a responsible adult beneficiary.
Using the DISC Assessment with Families
The DISC assessment is a useful tool for helping families, trustees, and family office or business professionals understand how and why different people process and behave differently.
Designing a Healthy Family Prenup System
This post introduces an essay on creating a prenup system that preserves human, not just financial, capital.
Two Tools for Exploring Partisan Perceptions in a Family Enterprise: An In-Laws Example
Two Partisan Perceptions tools from the conflict literature can help families in a variety of situations, including understanding “in-law issues”
How Conflict Engagement Professionals Can Help Family Business Transitions
This post introduces a book chapter I recently contributed on how mediators and other conflict professionals can work with family businesses.