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AUCTORIS Co-Founder Receives International Estate Planning Society Membership

AUCTORIS Co-Founder Receives International Estate Planning Society Membership

June 12, 2015

GREENWOOD VILLAGE, COLORADO [JUN 4, 2015] – In May 2015, Richard Hartmann received an international Registered Trust and Estate Practitioner (TEP) designation from the Society of Trust and Estate Practitioners (STEP) whose headquarters are located in London, United Kingdom. The designation and membership in STEP represents Richard’s continued commitment to his clients globally in providing innovative and creative wealth transfer strategy thinking. STEP’s guiding principle to help families plan their assets across generations is entirely in alignment with AUCTORIS’s own mission with serving their clients. STEP’s membership vetting process is rigorous and ensures that TEP professionals not only have the appropriate educational background, but also have proven experience and can commit to annual continual education on estate transfer issues from a global perspective.

Registered Trust and Estate Practitioners in STEP spend their professional lives working with families and business owners in tackling real wealth transfer problems. STEP’s primary purpose is to support their members in their careers, providing qualifications and professional development, sharing knowledge and technical expertise and protecting member reputations by maintaining high professional standards. STEP has an established history of being one of the pre-eminent worldwide professional association for those advising families across generations internationally. STEP was first established in England and Wales followed by the rest of the UK, Switzerland and the Crown Dependencies, before expanding to Europe, Canada, the Caribbean, the United States and beyond.

“An AUCTORIS membership in STEP supports our efforts in expanding our global knowledge of tax issues impacting the families and business owners we serve. Membership in STEP connects us with other practitioners throughout the world so we can share ideas and best practices from all around the globe” said Richard Hartmann, Co-Founder, Principal and Senior Wealth Preservation Advisor with AUCTORIS. “We are able to better serve our expanding international clients with the resources available through STEP. This membership continues to help ensure that the highest standards in professional best practices are implemented at AUCTORIS.”

AUCTORIS was founded in 1978 by Co-Founders and Principals, Richard Hartmann and William “Bill” Roberts. AUCTORIS serves ultra-affluent and successful families and business owners across the globe designing strategies that allow them to use their wealth to perpetuate what is most important in their lives. The firm works exclusively in multigenerational, values-based wealth preservation planning; business succession, philanthropic planning, and the design and placement of life insurance. AUCTORIS’ headquarters are in the Greater Denver area of Colorado with satellite offices in Scottsdale, Arizona and Waco, Texas. AUCTORIS is a member of M Financial Group, one of the world’s leading financial services design and distribution companies. Since 1978, M Financial’s network of independent insurance and executive benefit firms has served the needs of successful entrepreneurs, corporate executives, and Fortune 1000 companies. For more information on AUCTORIS, please visit www.AUCTORIS.com

About the Society of Trust and Estate Practitioners (STEP)
STEP (www.step.org) is a worldwide professional association for those advising families across generations. STEP promotes best practice, professional integrity and education to its members. STEP members help families plan for their futures: from drafting a will or advising family businesses, to helping international families and protecting vulnerable family members. STEP has over 20,000 members across 95 countries. They include lawyers, accountants and other trust and estate specialists.


Contact information:
Frances Mickelson, Director – Marketing & Business Development
AUCTORIS – Headquarters
5350 South Roslyn Street, Suite 310
Greenwood Village, CO 80111

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