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Managing Family Trusts is an uncompromising, nuts-and-bolts guide to the world of family trusts. Written by a seasoned expert with many years of firsthand experience in the field, it describes how financial professionals can help beneficiaries loosen the grip of unresponsive or inefficient trustees, assert their rights as inheritors, and assume greater responsibility for their own financial lives. Managing Family Trusts provides a complete set of tools to all those concerned with the business of building better, more satisfying fiduciary arrangements and presents a rare insider's view of how this world operates and details its unique challenges and rewards.
About the Author
ROBERT A. RIKOON is a registered investment advisor and President of Rikoon Investment Advisors, an investment advisory firm in Santa Fe, New Mexico. He specializes in advising trust beneficiaries and financial professionals on how to regain control over and successfully manage family assets in irrevocable trusts.
LARRY WASCHKA is a registered investment advisor and President of Waschka Capital Investments, an investment advisory firm in Little Rock, Arkansas.
Table of Contents
THE TRUST WORLD.
Expectations and Returns.
THE ART OF TRUST.
The New Paradigm: Building Trust.
What's Compassion Got to Do with It?
The Psychology of Inherited Wealth.
The Right Stuff.
THE TRUST BUSINESS: HOW BUSINESS IS DONE NOW.
The Trust World.
Trust Mismatches: When the Thrill Is Gone.
Why Beneficiaries Don't Move Their Trusts.
Matching Beneficiaries with the Right Trustee.
Evaluating the Current Trustee.
Building a Case.
Trust Busting Made Easy.
Is the Trust Business Appropriate for an Advisor?
Marketing Trust Services.
Delivering the Goods.
The Trustee Connection.
TAKING CONTROL OF YOUR INHERITED WEALTH.
Knowing Your Financial Self.
Opening the Door to Change.
If It's Working...
Keys to the Future.