I thought I would re-share this co-written article last year with me and Henry Brandts-Giesen for the New Zealand Law Society about two different perspectives on information disclosures for family trust beneficiaries.
I discuss 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): www.transitionbook.co/member-area/ 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.