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For
Trustees
 Trustee-Beneficiary
Partnership Program 
(94 KB)
Reducing
risk, increasing return and fostering relationships
We
offer a variety of programs for advisors and trustees, and specialized
education and training for families and beneficiaries, designed to:
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Help the Trustee understand the challenges of balancing the qualitative
and quantitative wishes of the Settlor with the needs and expectations
of the Beneficiary.
- Assist
the Trustee in understanding the impact of exercising certain discretionary
distribution decisions.
- Create
greater understanding of the specific rights and responsibilities
of both the Trustee and Beneficiary.
- Enhance
Trustee skills in effective communication, identifying, understanding,
and responding to varied personality traits of individual Beneficiaries,
recognizing, avoiding, and resolving potential Trustee/Beneficiary
and dealing with intra-family conflicts.
- Build
a relationship of trust and confidence between the Trustee and Beneficiary
so that the Trustee becomes an effective and true trusted advisor.
- Educate
and prepare the Beneficiary for the responsibility of the wealth that
will be distributed to, or held for the benefit of, such Beneficiary.
- Provide
a risk management structure and process for the Trustee.
Contact us about the Trustee-Beneficiary
Partnership Program.
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