I Know the Plans I Have for You…
Jeremiah 29:11
Trustee: “A person to whom something is entrusted for the benefit of others with the expectation that they will fulfill their duty.”
–Webster’s Dictionary 1828
Private Trustee Services
Private trustees are typically employed to provide families with a more personal alternative than what can be offered by traditional bank and trust companies. A private trustee can offer trustee services in a way that preserves existing relationships with accountants, lawyers and investment advisors who may possess unique and valuable knowledge of the family, knowledge that would be lost to a bank or trust company that provides such services “in house”. But, perhaps most importantly, a private trustee can function with more empathy, flexibility, and speed in making decisions for family beneficiaries.
Championing Financial Planning
The founder of Focus Trustee, John Howard, is an Attorney, a CPA and a CFP®, who has advised and guided hundreds of families to a more secure financial future. In the process, he has established, managed and developed multiple successful businesses, one of which was recently sold to a financial planning firm that was recognized in 2024 by Barron’s Magazine as the number one firm in the nation. John is a member of the American Institute of Certified Public Accounts, The Georgia State Bar, and the Independent Trustee Alliance. On a personal note, John is the proud father of seven children, including a disabled son, Jack, who has helped him acquire both experience and expertise in the fields of disability planning, Medicare and Medicaid. His work has earned him recognition as a Chartered Special Needs Consultant (CHSNC®) through The American College in Bryn Mawr, Pennsylvania. As an avid fly fisher, he enjoys travel, hiking, and outdoor adventures.