The Way of the Trustee

The Way of the Trustee takes you on a journey to understand the trustee's mindset for successful family-centered trust management. Through a holistic approach built on years in practice, Daniel P. Felix offers a comprehensive trustee playbook incorporating innovative processes for resolving the problems embedded in all trusts, grounded guidance on manifesting loyalty, and practical insights into the range of trustee tasks and relationships. His spirituality-based and balanced approach provides value to all stakeholders within the trust administration process, with an emphasis on helping families flourish.