EPISODE · Mar 10, 2026 · 43 MIN
Trusts Unpacked | Episode 11: The trustee decision-making process.
from Unlocking Wealth · host Clavis Partners AG
The trustee decision-making process. How good decisions are actually made.We will start this group of episodes by examining the trustee decision-making process and why judgment, not outcome, is the real test of trusteeship. It explains that most trust disputes arise not from lack of power, but from decisions madecarelessly, inconsistently, or without defensible process. The episode breaks down how trustees should approach decisions in practice: understanding the power being exercised, identifying relevant factors, excluding irrelevant pressures, and deciding in good faith under uncertainty. It shows why avoidance and delay are themselves decisions, and often poor ones. The core message is that trustees are judged on how they decide, not whether everyone is pleased with the result.
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Trusts Unpacked | Episode 11: The trustee decision-making process.
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