Meet the Principals



Daniel A. Guglielmo, J.D.

Chief Executive Officer

Dan brings more than 20 years of experience as a securities and estate planning attorney to TrustDesign. Dan is co-principal and co-founder of TrustDesign.

Dan is a recognized expert on a variety of advance planning topics including most recently “Managing the Tax Consequences of Large IRAs” published in the October/November issue of the Journal of Practical Estate Planning and “The Family Wealth Pathway™” presented at the Northern California Regional Society of Financial Services Professionals in San Francisco and the Firestone Country Club in Akron, Ohio.


   

Ronald B. Ware, J.D.

Chief Financial Officer

Ron has more than 8 years of multidisciplinary financial services experience, including work as a corporate and estate planning attorney and is admitted to practice law in Massachusetts and Rhode Island, and as a family wealth advisor. He is co-principal and co-founder of TrustDesign, providing integrated solutions for successful individuals and families who must navigate the complex tax, legal and financial worlds in order to gather, manage, and pass on their wealth.

Ron is a lecturer and author – a recognized expert on a variety of advanced planning topics including “Managing the Tax Consequences of Large IRAs” which was published in the October/November 2002 issue of the Journal of Practical Estate Planning.