#87: Claudia Tordini and Richard Franklin: Building Family Wealth Trusts based on well-being

Claudia Tordini and Richard Franklin have a remarkable business advising families on managing their collective financial wealth that is strategically oriented to the well-being of the family. Claudia Tordini provides coaching and consulting through Appanage LLC. She consults with families on wealth and inheritance planning, helping to design a family framework to support well-being and flourishing. She brings together her background in business, humanistic psychology studies and art to offer an integrated positive approach to wealth and well-being. Claudia has pioneered a powerful model for using art and art experiences to facilitate learning and development for individuals and families. Richard Franklin is wealth and inheritance consultant with Appanage LLC. Richard has practiced law as a trusts and estates attorney for 30+ years. His experience in working with wealthy families has been instrumental in informing his thinking and his work on behalf of Appanage on the broader subject of family wealth and inheritance planning. He has a keen interest in the intersection of well-being theory and inheritance planning. Richard has written and spoken extensively on estate planning topics. Read their article in the Bloomberg newsletter  Franklin, R. and Tordini, C., Wealth and Well-Being - What Wealthy Families Can Learn from Sovereign Government Policies and Measuring Human Progress, Bloomberg, Vol. 46, Estates, Gifts and Trusts Journal, Number 3 (May 13, 2021). Or visit their Appanage LLC website