Upcoming Events

  • March 7 and 8 - Family Trusts: Beyond Technical Proficiency. Two-day workshop developed and delivered by Hartley Goldstone and Keith Whitaker. Hosted by the Executive Development Institute of Vanderbilt University Owen Graduate School of Management. Nashville TN

  • April 19  Making Trusts Work for Families and Their Businesses. Presentation with James E. Hughes Jr. at Attorneys for Family-Held Businesses (AFHE) National Conference. Washington D.C.

Previous Events

January 2016

  • January 19 - Host of Purposeful Planning Institute call: Insights on Family Office Compensation. Guest Speakers: Trish Botoff, Botoff Consulting and James Coutre, Vice President, Insights and Connections at Fidelity Family Office Services

February 2016

  • February 1 and 2 - Family Trusts: Beyond Technical Proficiency. Two-day workshop developed and delivered by Hartley Goldstone and Keith Whitaker. Sponsored by Fidelity Family Office Services. Naples FL
  • February 10 - Panelist: Insights About Human Capital Development in the Private Family Trust Company. Family Office Exchange (FOX) Private Family Trust Company Workshop and Symposium. Miami Beach FL
  • February 10 - Family Trust book signing sponsored by Fiduciary Trust Company. Coral Gables FL

November 2015

  • November 12 Staff Education (Center for Wealth Impact, Ascent Private Capital Management of US Bank)

October 2015

  • October 13 Shaking the Tree (Facilitate client dinner/presentation for Pann/DeYoung Wealth Management―UBS Financial Services Inc., and W.G. Nielsen & Co.)
  • October 8 Webinar (with Keith Whitaker): Becoming a Better Trustee: Trusts as Relationships, Not Repositories (Upstate NY Family Office Group)
  • October 8 Webinar: Rocket Trustee: it’s Going to be a Long, Long Time (with John A. Warnick) (The Journal Trusts & Estates)
  • October 7 Shaking the Tree (Facilitate client dinner/presentation for Pann/DeYoung Wealth Management―UBS Financial Services Inc., and W.G. Nielsen & Co.)
  • October 2 Keynote: Navigating the Trustscape (American Bankers Assn National Trust School)

September 2015

  • September 16 Staff Education (Center for Wealth Impact, Ascent Private Capital Management of US Bank)
  • September 11 Presentation: A Comprehensive Model for a Humane Trustscape (American College of Trust and Estate Counsel (ACTEC) Rocky Mountain Region)

August 2015

  • August 6 Break-out session: A Comprehensive Model for a Humane Trustscape (Purposeful Planning Institute Annual Rendezvous)

June 2015

  • June 24 Webinar for family office executives (with Keith Whitaker): Becoming a Better Trustee: Trusts as Relationships, Not Repositories (Fidelity Family Office Services)
  • June 7-8 2-day Program for family office executives and interested family members: Family Trusts - Beyond Technical Proficiency (designed and presented with Keith Whitaker) (Owen Graduate School of Management, Vanderbilt University)