His mission is simple. Hartley finds out why some families' trusts succeed over the long haul, then passes along what he’s learned. His clients include families, their family offices and private trust companies, and beneficiaries in all stages of life.
Hartley has guided many who are living with trusts successfully adapt to key roles, while deepening their understanding of trust-related relationships and responsibilities. Clients learn valuable skills and gain the confidence to actively contribute to the long-term success of intergenerational wealth transfer.
Following 25 years as attorney, senior trust officer, and advisor to clients of a multifamily office, Hartley left the institutional trust world to found his firm Trustscape LLC in 2009. In 2014, he affiliated with Wise Counsel Research, a nonprofit think-tank focused on matters of wealth and philanthropy.
In 2010, Hartley launched the Beneficiary and Trustee Positive Story Project to collect stories told by beneficiaries and trustees who – with compassion and wisdom – have successfully navigated challenges in the midst of complexity. Two years later, he published TrustWorthy, a collection of 25 such real-life stories. In 2013, the Positive Story Project became the theme of his online column for the journal Trusts & Estates.
Most recently, Hartley co-authored Family Trusts: A Guide for Beneficiaries, Trustees, Trust Protectors, and Trust Creators (Wiley 2016), which is a practical guide to passing on wealth in ways that enrich the lives of all who are involved.
Hartley has presented at conferences of the Family Office Exchange, Institute for Private Investors, Society of Trust and Estate Professionals, Purposeful Planning Institute (where he serves on the Council of Deans), Attorneys for Family Held Enterprises, Private Wealth Network (Australia), American College of Trust and Estate Counsel, The American Bankers Association National Trust School, and many others.