Case Studies

What paths have you followed that have led to breakthroughs? Which ones have seemed to get you more lost?

We are seeking your experiences, successful and difficult, within trust ecosystems. Case studies can be informally written accounts and do not need to follow a prescribed format, but each should have the following characteristics:

WHO: Multigenerational families whose wealth is or will be owned and managed in trusts

WHAT: Families that want their wealth to be beneficial and not detrimental to future generations

WHEN: While wealth owners are developing or revising trusts in which their wealth is held; and later when those trusts are being administered

HOW: Using experienced, expert advisors serving in a fiduciary capacity to help the wealth owners design and administer a healthy trust ecosystem