Trustees and Beneficiaries

Breathe life and energy into your trust

When all is said and done

Breathe new life into your Trust. Identify opportunities to improve trustee performance, reduce risk and enhance beneficiary outcomes. A Purposeful Impact Plan intercepts potential issues and sets the tone for trustee governance, forward planning and action.

Champion your trustee cause

A Special Trust Adviser at your side

Trusteeship is much easier with the right support. Strengthen trust governance with Lindsay as your Special Trust Adviser. Get the benefit of 45+ years seasoned and practical trustee experience to navigate trustee challenges and support decision-making.

Be an excellent trust beneficiary

Navigate trust beneficiary challenges

Being a trust beneficiary can be daunting and a productive trustee/beneficiary relationship is essential. What should beneficiaries think about? What questions should beneficiaries ask? Lindsay helps beneficiaries integrate the benefits of living with trusts in their lives.

Improve your trustee value

Trustee Fundamentals

• Core principles and practices for prudent and purposeful trusteeship

Trustee Masterclass

• In-depth facilitated program to elevate performance at the trustee table