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Comparing States for Private Trust Company Situs

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In the end, our investigation’s endorsement of Wyoming made family members comfortable knowing that, even though traveling to Wyoming might not be the most convenient place to meet, it’s a situs that works best for them.”

– Anonymous

Recently, the Family Office Exchange published an article that described one family’s thought process as they evaluated various states as the potential new situs for their private trust company.

Comparing States for Private Trust Company Situs

For many of the same reasons that we at The Certior Group believe that Wyoming Single Family Trust Companies are a good fit for many families, this family decided to remain in Wyoming, despite the apparent inconvenience that traveling to Jackson imposed on the family.

The Certior Group website is a very good source for information on private family trust companies and Wyoming’s advantages over other states from a legal and tax standpoint. See why Wyoming is a  Unique True Wealth Environment.

Avi Kantor

Working With Gratitude

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“Gratitude unlocks the fullness of life. It turns what we have into enough, and more. It turns denial into acceptance, chaos to order, confusion to clarity. It can turn a meal into a feast, a house into a home, a strange into a friend.”

– Melody Beattie

Principle #10 of the Certior True Wealth Design Team Manifesto is “We are guided by Gratitude in our thoughts and actions.”

What does that mean? More importantly, what might it mean to you as one of our clients or collaborators?

Adopting the model developed by Lee Brower and Empowered Wealth, Gratitude begins with respect and common courtesy. These are the rudimentary elements of a civil society; sincerely expressing “please”, “thank you”, and “you’re welcome” for the things others do and the goodness we experience, however large or small. This is how we always aspire to interact with our clients and collaborators.

Gratitude is also about appreciating the people in our lives, the opportunities we have, the material things that we have, our experiences, and the wonders of nature. This is what we teach and try to embody in our work and within our own families. It is only through deep and sincere Gratitude that good fortune and financial wealth becomes True Wealth.

Gratitude is about being inspired to express care and compassion; it’s about giving unconditionally as opportunities to do so present themselves. Whether it’s helping our clients, our colleagues, our collaborators, or even strangers, we aspire to let the spirit of giving inform our thoughts and our actions.

Gratitude by its very nature is empowering, just as ingratitude is disempowering. We all are susceptible to episodes of ingratitude; we’re human and can easily take for granted the people and things that are good and important to us. That’s why the regular practice of Gratitude is embedded in the work we do and the way we aspire to live our lives.

Read More About The Certior Group True Wealth Design Principles

Avi Kantor

V.U.C.A

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The military term “V.U.C.A.” – which stands for “Volatile, Uncertain, Complex, and Ambiguous” – was originallay created to describe the conditions that would exist with the collapse of the soviet Union. Eric J. McNulty illustrates in his blog post how the term has been adopted by advisors and consultants to describe the conditions that business and family leaders face today.

Leading in an Increasingly VUCA World

What you leave behind is not what is engraved in stone monuments, but what is woven into the lives of others.

– Pericles

Today, global economic, political, demographic, and technological changes conspire to create potential VUCA conditions in our lives. As the author Eric J. McNulty states, “Constant change can set people on edge because we humans crave certainty.” We agree. In fact, in our work with clients we expand upon our understanding of VUCA by talking about the additional human desires for stability, simplicity, and clarity (i.e., the opposites of volatile, complex, and ambiguous).

To some extent, we also agree with McNulty that we can “create an island of certainty amid VUCA turbulence” by focusing on rock-solid values, clear decision-making criteria, and learning from mistakes. But we think there’s more to it. It’s a matter of mindset.

For us at Certior, having an optimal mindset is critical to the work we do and the approach we take with clients. Because of our training and experiences, we start with Gratitude as fundamental to the mindset we advocate. Research supports the notion that Gratitude can rewire our brains and help us to be at our best despite negative external circumstances. In addition to Gratitude, what our clients value most, especially what they value more than money – which we call “True Wealth” – informs much of the work we do. In nearly all cases, this involves a focus on family, health, and spiritual growth. Having a growth, lifelong learning mindset, as well as a generous spirit are all part of this optimal mindset for a VUCA world.

For our clients, we perform many financial, trust, and estate planning services. These are “what” we do and “how” we do it. But when we ask ourselves why we do what we do, it comes down to helping families protect, grow, and sustain their True Wealth. We want to help you thrive despite the VUCA world we live in.

Avi Kantor

The CERTIOR Group, LLC

The Certior Group, LLC.

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