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Selecting a Trustee

Finding the selection of a trustee challenging? Wondering about which qualities to look for in a trustee who will develop relationships with your spouse, children, and grandchildren in your absence? Will your choice serve your family well over the years, perhaps generations? Many make the decision thoughtfully, but without the benefit of first speaking with experienced trustees and beneficiaries.

We have been collecting stories about moments in time when relationships between beneficiaries and trustees work. The positive stories provide important data. Read more...

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About the Learning Space

"The Learning Space is a creative, energetic thinking space for individuals striving to live optimally in all their most important relationships. The Learning Space provides a conceptual space—a place to consider and experience alternate ways of relating."
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