Hartley Goldstone

Hartley
Goldstone
Founder,
Trustscape LLC

Hartley Goldstone, J.D., MBA, delights in being surprised by profound questions, having served families for 25 years as attorney, trust officer, and planner.

He co-authored, along with Kathy Wiseman, the recently published "TrustWorthy - New Angles on Trusts From Beneficiaries and Trustees," which is a collection of 25 personal — and positive — stories told by beneficiaries, trustees and their advisors. The book is an outgrowth of the ongoing Beneficiary and Trustee Positive Story Project begun in 2010. 

Today, Hartley offers keynote presentations, customized interactive workshops, and personal consultation to advisory firms, family offices, trust companies and inheritors in all stages of life.

Services are directed toward re-framing what has been described as the most complex, conflicted and difficult relationship known under the law — the “arranged marriage” between beneficiary and trustee — that too often fails downstream generations. The focus is on raising awareness of positive possibilities and then assisting to discern practical steps to tackle big questions.

Hartley's approach is to help clients find what's going right (while also acknowledging difficulties), build upon that "positive core," and arrive at exceptional results that go well beyond acceptable.

His application of the growing body of positive psychology research to personal trust relationships is unique in the industry.

Hartley has presented at conferences of the Family Office Exchange, Institute of Private Investors, American Bankers Association, Purposeful Planning Institute, and others. Also has been a guest lecturer at the University of Colorado Law School and the Sturm College of Law of the University of Denver.

He was awarded his Bachelor of Arts degree from the University of Pennsylvania and MBA and JD degrees from the University of Denver.

Hartley lives near Denver, Colorado with his wife and sons.

 
Articles
With a High Level of Certainty
Some decisions are influenced by “go fever,” an overall attitude of rushing to get a task done while overlooking potential problems or mistakes.
From Seurat to Starbucks
A beneficiary must understand how to navigate his own unique trustscape. Doing so will raise that beneficiary’s confidence and put them in a better position to form a productive partnership with the trustee.
A Hard Day’s Knight
A tongue-in-cheek imagining of how the first trust was created.
What's in Your Wallet?
Hartley Goldstone shares some important advice for parents of children with special needs
Where There’s a Will, There’s an Executor
A proposed fiduciary should be given adequate knowledge—whether at a meeting or in writing—to make an informed decision.
Tales From The Far Side
It’s easy for a trustee to get caught up in complexities. And the enticing solution—the way to avoid that swamp—is often a simple one.
VIDEO: Industry Insights with Hartley Goldstone
Hartley Goldstone discusses positive stories from beneficiaries and trustees.
If You Tilt Your Head and Look Higher...
What if we want more than some sort of status quo? What if we want to take flight? That is, to gain altitude, not just resume traveling on a level path. Then we would seek out positive stories—because they'll challenge us to go beyond the same old trajectory.
It’s a Mad Mad World
Growing up, I was a big fan of Mad magazine, which the Internet indicates is still around: Assorted satires aimed at teens, along with those adults not wanting to become overly serious.
A Summons to Rethink Cynicism
On Aug. 1, the founder of the Purposeful Planning Institute , John A. Warnick, proclaimed a movement.
Family Recordings
I can buy the logic of those chroniclers who contend that documenting all a family’s stories is vital to good family governance: The good, the bad, the scarcely plausible, the ones that never got a happy ending—anything that the successor generations might benefit from hearing, despite some discomfort.
The Case of the Stressed Out Beneficiary
The time is July 2013. Sherlock Holmes is, of course, the renowned master detective, lately doing a gig in the United States. Now for the real surprise: He is carrying out that assignment as a trustee!
Spellbound
Since ancient times, storytellers have passed along wisdom, engaged the imagination and fostered community. And Spellbinders, a non-profit network of volunteer storytellers, has brought back this age-old tradition in classrooms around Colorado and a handful of other states.
The Moral Core of Trusteeship
Hartley Goldstone, Rev. Scotty McLennan & Keith Whitaker discuss the origin, nature and power of trusteeship
Canisters, Casseroles and Context
Hartley Goldstone discusses the proper ingredients to cook up a healthy relationship between trustees and beneficiaries.
Industry Newsletters
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