by Dan Felix | Jul 17, 2023 | The Positive Story Project
Hartley Goldstone and Kathy Wiseman initiated the Positive Story Project to educate through instances where the relationship between trustees, beneficiaries, and their advisors have worked out well. Goldstone and Wiseman collected these true stories— and contributed...
by Dan Felix | Jul 17, 2023 | The Positive Story Project
I was still working on this Positive Story when Hartley advised that he and Kathy had enough articles for their book. Recently, hosting a trustee study group session around Positive Trustee and Beneficiary stories inspired me to finish it. One of my favorite...
by Dan Felix | Jun 21, 2023 | Foundations
The Credo of One Professional Trustee I believe that the transition from generation to generation can be a blessing and not a curse. We often have a greater power than we believe to influence this outcome. The most important asset of a family is each individual member...
by Dan Felix | Jun 21, 2023 | Foundations
Pronounced L’Dor V’Dor, is a Hebrew phrase. Translating to “from generation to generation,” it is used in prayer as well as conversation, and refers to a holy continuity.The continuity isn’t inevitable. Someone must take leadership and everyone must assume...
by Dan Felix | Jun 22, 2023 | Foundations
As trustee, I assume the highest responsibility to apply the trust document and law of trust administration to support the vision of the grantor and enhance the lives of the beneficiaries. My intention is to provide a personalized approach tailored specifically to...
