A framework for trustee best practice

Published June 5, 2018

A challenge for many trustees is identifying what trustee best practice looks like.

I was recently asked to share a framework for good stewardship practice with members and invited guests of the Independent Trustee Alliance (ITA) in the USA.  The ITA is looking to raise the standards of care and diligence associated with responsible trustee practice.

The framework I shared can be used by any trustee to help position their practice, review areas of trusteeship, and communicate the value of responsible trusteeship.

Click here to access a copy of the recorded webinar.


Get your Free 127 page Trustee Guide!

10 Minute Trustee Success

21 trust experts share their best strategies to help trustees plan and manage their trusts.

Get in contact to get your copy.