Location
With a clear structure, informed decisions, and a shared vision, your family can move forward with confidence—knowing every detail is accounted for, and every generation is equipped for the future.
We equip family owners with the confidence they need to responsibly and harmoniously manage their assets throughout multiple generations.
The FEO will help you design and implement ownership and decision-making structures for your family enterprise and/or trust.
We'll give you practical support for any individual trustee to understand and execute the trustee job well.
"David has elucidated and offered positive solutions to a critical issue of family Trusts: how can a beneficiary healthily integrate a Trust into his or her life? His notion of a "Self Governing Beneficiary" alone will make his book a classic in the field of wealth and well-being. I strongly recommend this book."
—James (Jay) E. Hughes, Jr., author of Family Wealth: Keeping it in the Family and Family: The Compact Among Generations; co-author of Family Trusts
Managing a trust is a complex, often mystifying task. You need to safeguard the trust's assets from mismanagement, navigate relational rifts, and avoid the potential spoiling of your descendants; and you need to ensure harmonious family interactions and the establishment of a legacy that benefits generations. Now, for the first time, you have a guidebook for the responsibility that has unexpectedly fallen into your lap. Take Ownership of What You Own is more than a book; it's your guide to transforming a potentially overwhelming responsibility into an opportunity for personal growth, family harmony, and lasting legacy.
