E. Thomas Welch, Manager, JD

As you know, I have used your Balance System for the past several years. You may recall that I am a trustee of a trust that owns a business with about $60 million in revenue. I am also on the board of that company. As the technical “owner” of the business, I needed to make sure that there was a proper balance between the interests of the beneficiaries of the trust as the “true owners”, the trustee representing the income and remainder beneficiaries, the Board and Management. Read the Full Testimonial