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...
