A Word From Your Hosts:
When I agreed to serve as an independent trustee fifteen years ago, little did I realize it would become such a important part of my life’s work. While it has been a very rewarding experience, I have also found it to be a very lonely position at times.
The motivation to create the Trustee Round Table came principally from my desire to be part of a like-minded community of independent trustees who can share experiences and resources in a safe environment. Fortunately, my colleague Don Opatrny at the Lovins Group, also saw the opportunity to help trustees and beneficiaries develop better relationships.
The opportunity to improve ones performance by participating in a community where old lessons and new insights are shared is most compelling. We invite you to register for the Round Table or call us if you’d like any additional information.
Fulfilling the purposes for which trusts are created is often a very complex human relationship equation for independent trustees. Godparent, business owner, investor, accountant, conflict mediator, coach, and even emergency room attending can be demands incurred in a single week. With so much at stake, where can trustees turn for support?
My experimental collaboration with Bill Cranshaw has proven the effectiveness of a concerted effort to apply advanced relationship skills in this vital role. We are excited to explore the potential of a community of professional trustees dedicated to learning about their craft and supporting one another over time.
–Don Opatrny, LMFT