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Preventive Mentoring: The Trustee's Quiet Risk-Reduction Tool

  • Paul Edelman
  • Dec 18, 2025
  • 1 min read

From a trustee’s vantage point, many succession risks don’t start with documents or structures.


They start earlier when beneficiaries haven’t had a protected place to develop judgment, self-regulation, and relational capacity.


When that development is delayed, trustees inherit downstream issues that look like leadership or governance problems.


Preventive mentoring works upstream. It strengthens decision-making before authority, control, or roles are on the table. Used well, it helps trustees:


 • Quietly strengthen infrastructure

 • Lower fiduciary risk

 • Support continuity




 
 
 

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