Trust & Trusts [PRISM Leadership Series]

Family enterprises often use formal trust structures to protect and transfer wealth. Yet too often, the very vehicles designed to create security can unintentionally sow mistrust among family members. How can families ensure that legal trusts serve as both financial tools and catalysts for genuine trust within the family system? Join family enterprise advisor and legal expert Patricia Angus for an insightful conversation on how to align the “mechanics” of trusts with the “human” side of trust. Drawing upon decades of experience guiding families through the complexities of wealth and estate planning, Patricia will highlight best practices, common pitfalls, and emerging trends in trust planning that foster both financial stewardship and relational harmony.