Hartley Goldstone

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.

Trusts Gone Right
My goal, carried out with various colleagues, is to collect stories that illuminate the beneficiary-trustee relationship at its best.
The Case for Institutional Trustees
By tarring all institutional trustees with such a broad brush, trust creators—along with their advisors—are being unfair to those in the industry that do a good job.
A New Approach to Family Trusts 
Hartley Goldstone, James E. Hughes, Jr. and Keith Whitaker consider the emotional and relational aspects of trustees and beneficiaries
Where Trusts Succeed or Fail
While saving taxes may be the driving force behind many of the trusts that I administer, relationships with beneficiaries are where the action is.
A Very Different Way of Thinking 2
What’s the most common complaint among estate-planning attorneys? “I wrote these great docs, and my clients won’t sign.”
Between the Lawyer’s Office and the Trustee
Suppose that we shift our focus and begin to see a trust, first and foremost, as a relationship among flesh-and-blood human beings, rather than chiefly as a legalistic relationship.
Speaking of ... Family Blessings
A tale involving inheritances—of the emotional as well as the financial variety.
A Different Kind of “Immigration”
As trusted advisors, we can help our clients become “bicultural” in their values and adjustment.
A Prairie Wealth Companion
Rising generations have challenges that are common to the offspring of “larger-than-life” parents.
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.
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