Next Generation of Trustees Applies New Perspective to Sound Fundamentals


A great deal of focus has been placed on the next generation of business leaders, beneficiaries, and philanthropists. Rarely discussed, however, is the next generation of trustees that will guide them through so many crucial life decisions. Serving as trustee is a natural extension of an estate planning role, and the next generation of trustees knows that in-depth knowledge of the nuts and bolts of estate planning is only one part of the foundation needed to be a truly trusted advisor to families. They will have to develop investment acumen, anticipate family issues, apply their insight to unique situations, and deliver counsel with compassion.

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