Let’s Talk Family Enterprise Podcast – Episode #5
Host: Ruth Steverlynck, LLB (Hons.), FEA
Guest: Hartley Goldstone, Founder, Trustscape
In this podcast, Ruth Steverlynck is joined by author and founder of Trustscape, to discuss the notably elusive structure we call “trusts.” Hartley Goldstone shares actionable ways that FEAs can help their family enterprise clients think through purpose, meaning and intent when using trusts in their planning.
Mentioned in this episode
Family Trusts: A Guide for Beneficiaries, Trustees, Trust Protectors, and Trust Creators
Authors: Hartley Goldstone, James E. Hughes Jr., and Keith Whitaker
An insightful and practical guide to family trusts, this book is a step-by-step guide for anyone involved in family trusts: trust creators, trustees, beneficiaries and advisors. It will help families create and administer a culture that recognizes trusts as a gift of love
TrustWorthy: New Angles on Trusts From Beneficiaries and Trustees
Authors: Hartley Goldstone and Kathy Wiseman
TrustWorthy is a collection of 25 personal – and positive – stories told by beneficiaries, trustees and their advisors. The book speaks to the human side of personal trusts, leaving the technical side (legal, tax, investments) to others.