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David co-wrote this article with Henry Brandts-Giesen for the about two different perspectives on information disclosures for

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): or book a call or speaking engagement at 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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