An Exciting New Open Architecture Website
Wally Head and five other experienced advisors to wealthy families – Don Opatrny, Ted Ramsey, Scott Peppet, Ruth Stevelynck, and Amy Renkert-Thomas – collaborated to launch an experiment. They created the BeneficiaryThriving.com website as a forum for questions and ideas, a repository of tools and resources, and a location where successes and challenges in the form of case studies can be presented and analyzed.
The goal of this effort is to improve the health of trust ecosystems so that trusts are truly beneficial and contribute to the health and well-being of beneficiaries, their families, their communities, and the world.
The initial Tools – presented for comment and refinement – are Statements of Grantor Intent for Beneficiaries and Trustees. Several Resources are also included on the website, as is a Submission Form for use in submitting feedback, suggestions, questions, case studies, and other relevant Resources.
Please visit BeneficiaryThriving.com and contribute to this open architecture initiative.