Perspectives on the disclosure of information to beneficiaries of family trusts - David Werdiger

Perspectives on the disclosure of information to beneficiaries of family trusts

Perspectives on the disclosure of information to beneficiaries of family trusts

David co-wrote this article with Henry Brandts-Giesen for the New Zealand Law Society about two different perspectives on information disclosures for family trust beneficiaries.

He discusses the the humanistic perspective while Henry discusses the legal view of it. They put forward the trustee’s obligations and rights in this article.

For additional in-depth, thought-provoking discussion points and commentary on family and business, sign-up to gain access to the archives of my Familosophy newsletter (formerly Family Matters): https://www.transitionbook.co/member-area/6cf3b890596 or book a call or speaking engagement at https://www.davidwerdiger.com influenced and partly based on the Book E-Myth Revisited case study. Actionable intergenerational wealth planning practices.

intergenerationalequity #wealthsuccessionplanning #familyofficegovernance #familyoffices #nextgen

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