The Importance of a Qualified Trustee

Frank is the best investment I've made! I didn't know what I didn't know. Initially I didn't realize the importance of hiring a Special Trust Advisor. Looking back over the last six years, engaging Frank was one of the best decisions I've made in my roles of trustee and primary beneficiary. In addition to serving on my investment and distribution committees, he's also my liaison with the administrative trustee.

D. Harris

Frank and Maria were an indispensable help for my family as we transitioned into a new phase or our life. They skillfully helped us navigate both the financial challenges and the emotional hurdles that we had to face. In particular, they put together a family weekend that helped create a better understanding between all members as well as strengthened the relationships. We are truly in their debt.

B. Wilbers

Frank, I want to thank you for all you have done for my family and me. Your wisdom around guiding us to the right resources, people, and processes, etc. has been invaluable. Your caring spirit never left a doubt; you always had us as a priority to grow and meet life challenges, money issues, and stewardship in a lasting and meaningful way.

J. Vickery

Our work and preparation with Frank for many months in preparing the agenda and selecting our most impactful stories set the stage far a family gathering that produced unimagined blessing to all and the return of our son to the family. Thank you. Frank, for a gift we could not find or give ourselves. Through your coaching, support, and skilled pressure, we have our family back.

J. Cunningham

"Consigliere” is an Italian term of affection for someone like Frank. The definition has to do with being a wise advisor or counselor but, beyond that, a trusted confidant or friend who represents the family in its affairs. At the core of who Frank was and is for our family, the word “trusted” stands out above all else. Frank is a skilled professional who took extreme care in understanding the different dynamics that existed in our family and led us through a process so that we could get more clarity about who we are as a family and where we want to go in the future.

A. Ogden

Frank brings to the table a variety of skills and years of experience that are unique in one person and which are especially well-suited to this type of work.

K. Anderson

Through the use of multiple assessment tools, we were able to reaffirm the value of family unity as a priority. Along the way, we were given tools that helped us improve our communication skills and group exercises that raised our levels of empathy for one another. With Frank's guidance and experience, we transformed the way we work together, and share in the responsibility of "family business." I truly believe we would not be as healthy as we are without the caring assistance of Frank.

J. Terracina

At the core of what Frank was and is for our family, the word "trusted" stands out above all else. Frank is a skilled professional who took extreme care in understanding the different dynamics that existed in our family and led us through a process so that we could get more clarity about who we are as a family and where we want to go in the future.

J. Ogden

I've witnessed firsthand Frank's skill at listening well, discerning the key issues in the family relationship dynamics and skillfully direct decision makers to consider and adopt better approaches to developing family unity as they plan for the future. It's a great skill to get everyone on the same page. Frank will do just that.

A. Deetjen