1) understand that in agreeing to become a trustee…

1. understand that in agreeing to become a trustee, he or she is entering into a human relationship with the beneficiary, not just a legal one; 2) do everything in his or her power to get to know the potential beneficiary of the trust before the implementation of the trust; and 3) appreciate from the first meeting with the beneficiary that this relationship is an arranged marriage.

— from True North (Ethics, Integrity, Truth, Values) · Family Wealth: Keeping It In the Family: How Family Members and Their Advisers Preserve Hu

Also belongs to

• The Instruments (Awareness/Perception/Expectations)
• Who Is Flying (Self, Nature & Nurture)
• The Mind in the Cockpit
• Friends, Community & Society (Relationships/Community/Society)
• Communication & Conflict (Communication/Conflict)

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