Trustee 360 °: Roles, Credentials, and Choosing the Best Fit
An interactive keynote—anchored in personal narrative and illustrated with real-world case studies—opens the session, followed by an engaged Q&A and open
Event Details
Trustee 360 °: Roles, Credentials, and Choosing the Best Fit
An interactive keynote—anchored in personal narrative and illustrated with real-world case studies—opens the session, followed by an engaged Q&A and open discussion. Participants gain clarity on a trustee’s core fiduciary duties, identify the qualifications that add the greatest value, and weigh the trade-offs among family, corporate, and independent trustees.
Drawing on his experience managing complex shared assets and navigating generational transition within his own family enterprise, Barton brings a grounded, inside perspective to the governance and relational dynamics that often shape trustee decisions. He also explores how thoughtful trustee selection can reduce conflict, strengthen alignment, and support both financial stewardship and family cohesion over time. Participants leave with fresh insight into why the choice of trustee matters and a reframed way to think about legacy.
