Hartley’s clients include families and their family offices, institutional and individual trustees, and beneficiaries in all stages of life. As a speaker or consultant, he offers field-tested approaches and tools to identify―and then achieve―positive possibilities for trust creators, trustees and beneficiaries.
Hartley is on the faculty of the American Bankers Association National Trust School. Following 25 years as attorney, senior trust officer, and advisor to clients of a multifamily office, Hartley launched the Beneficiary and Trustee Positive Story Project.
Hartley is co-author of TrustWorthy, a collection of 25 of the real-life stories, and Family Trusts: A Guide for Beneficiaries, Trustees, Trust Protectors, and Trust Creators (Bloomberg).
He has been invited to present at conferences of the Family Office Exchange, the American College of Trust and Estate Counsel (ACTEC), the Institute for Private Investors, the Canadian Family Office Invitational, Attorneys for Family Held Enterprises (AFHE), and the Purposeful Planning Institute, among others.
Hartley received his B.A. degree from the University of Pennsylvania, and MBA and Juris Doctor degrees from the University of Denver.