Vanderbilt Family Trusts Course


Wise Counsel's Hartley Goldstone and I had a wonderful experience this week teaching the first course on Family Trusts at Vanderbilt University. Along with guest speakers John A Warnick of the Purposeful Planning Institute and Steve Weinstein of Altair Advisors, we covered introductions to the "players" in the "trustscape," choices about trusts, adding purpose to trusts, and a new model for organizing the trustscape. The overall lesson was that, despite trust's sometimes feeling disempowering, those of us who form the trust relationships are the trust, and the success (or failure) of the trust will depend on the quality of those relationships. For a copy of the agenda, click here.