Statements of Grantor Intent for Beneficiaries and Trustees

Here are Sample Statements of Grantor Intent and Introduction & Background documents that are included on the BeneficiaryThriving.com website. Comments about them are welcome.

BeneficiaryThriving.com – An Exciting New Open Architecture Website

This new website provides sample Statements of Grantor Intent and solicits input, case studies and relevant resources that can improve the health of trust ecosystems.

On Becoming an Excellent Trust Beneficiary

This paper defines the hallmarks of the excellent trust beneficiary and suggests one pathway for embarking on a personal journey toward excellence.

Private Trust Company Considerations, Structure and Operation

PFA summarizes family considerations for a PTC and how a PTC can be structured and operate.

Wealth 3.0 – A New Paradigm for Advice

The paper describes an exciting new approach to advising UHNW families

Full Family Wealth Integration for UHNW Families

Jim Grubman and Tom McCullough provide a thoughtful discussion of this important topic.

The Family Office by Bill Woodson and Edward Marshall

This reference manual provides helpful information for family office professionals and advisors.