Is Much Like Your Own
The people who founded and lead Hope Trust know what it takes to live with and care for a loved one with special needs.Read More
Hope Trust is the first and only comprehensive, holistic solution that addresses the unique and ever-evolving needs of loved ones with special needs:
Expert trust and care planning services
Access to skilled care coordinators and fiduciary services
Instant access to products and services in accordance with a detailed life care plan
We created Hope Trust because our families and the family members with special needs we love, deserve more.
Each of us knows the unrelenting attention and effort required to ensure our children, siblings, parents or others with special needs get the help they need. These requirements extend beyond daily tasks, including assistance at school and at home.
Into their adulthood, we manage their household needs, arrange food deliveries and transportation along with countless other tasks of daily life, providing financial support the entire way. We’re there when they need us – and that is often and at all hours – because we love them.
Family members lack the time and training to handle the workload, and a traditional bank trust department is not prepared or equipped to provide the high-touch, round-the-clock service it takes to administer a special needs trust. Without us, our loved ones have nowhere else to turn for the essential help and support they need.
Harness the power of technology and the dedication of skilled, knowledgeable professionals to serve and care for our clients and their families, enabling them to achieve their potential and live fuller, more rewarding lives.
Service supported by technology that safeguards your interests, helping you preserve and manage your resources.
Options that span the care spectrum, giving you the flexibility to choose and control the services you receive and ensure that all life needs are met.
Experience in creating and managing special needs trusts, that help grantors and beneficiaries in ways that traditional trust companies cannot.
Best-in-class, high-touch service and 24/7 accessibility, from our care coordinators dedicated to improving the life of every beneficiary entrusted to our care.
A culture of care, that is evident in everything we do – financial transparency for our clients, a singular focus on service, and an emphasis on social responsibility.
We have a meaningful connection to the special needs community and are dedicated to improving the lives of individuals and families that face these unique challenges.
Surrounded by an amazing Team, Josh leads Hope Trust’s effort to bring legal, health care, and financial professionals together using our ground-breaking technology to enhance the lives of individuals with special needs and their families. Josh is responsible for recruiting, finance, board communication, and managing the development of our revolutionary technology. He has built and now manages an incredible Team of software developers, health care professions, and financial services experts, all dedicated to delivering a holistic solution to a market that is so in need of being embraced. By creating a flat hierarchy, he has cultivated an environment where all team members contribute to the growth and delivery of our technology platform and personalized services. As a JD/MBA, Josh has brought his education, love of technology, and passion for helping challenged individuals lead better lives to this rapidly growing Company.
Russell is an attorney whose practice centers on trust and estate planning, with a focus on special needs planning, high net worth estate planning, business succession planning, and family office consulting. He also is the father of a special needs child. Russell teaches at New York University and literally wrote the book on trust and estate planning as co-author of J.K. Lasser Pro’s™ Estate Business Succession Planning – A Legal Guide to Wealth Transfer. Russell has drafted more than 3,000 estate plans during his career along with several books and numerous articles, and appears regularly on CNBC, Bloomberg, MSNBC and U.S. News & World Report.
Daria sets the direction of all sales and marketing ventures for Hope Trust. She works to cultivate and maintain relationships with potential investors and clients. Prior to joining Hope Trust, she was the regional president for PNC’s New Jersey market, and eventually rose to become the managing executive for the Eastern US, responsible for 35 teams with 20 billion in assets under management.
Henri brings her unique background of psychology, sociology, and expertise in criminal justice to best serve our clients and direct day-to-day operations at Hope Trust. She translates her diverse interests of background demography, disorders, technology, and public health implications into business intelligence key insights. Furthermore, she incorporated and authored legal and medical verbiage for technology-driven drafting. Henri helps to ensure that all information gathered through the Hope Trust Platform creates a fully comprehensive, personalized care plan for each client. She works with the developers, sales teams, care coordinators, and clinical coordinators to ensure smooth, daily services that contribute to Hope Trust’s care effort.
With over 15 years of programming experience, Zachary is responsible for directing technology efforts at Hope Trust. Specializing in micro-services and systems architecture, Zachary has brought Hope Trust to the bleeding edge of platform design and functionality. Understanding the unique challenges of Hope Trust clients has created an opportunity for Zachary to constantly refine the platform based on user feedback, stakeholder suggestions and latest trends. As an engineer, Zachary has brought an increased level of process, standards and life to the Hope Trust software, enabling the company to better serve the special needs community and effectively scale our technology.
Dr. Boyer hires, trains, and manages the Hope Care Coordinators to help them better understand and communicate with the beneficiaries. Then, by reviewing each beneficiary’s life care plan, she designs the protocol for the delivery of appropriate products and services for each of our clients. Formerly an Executive Director of brain injury services and a Clinical Assistant Professor of Psychology, she brings 30 years of experience as a neuropsychologist serving individuals with neurological, psychiatric, intellectual, developmental and substance abuse disorders.
Jess, together with the care team, organized and wrote a holistic questionnaire, enabling our innovative technology to synthesize and personalize each client’s life care plan. Guided by this Plan, she understands the nuances of each and every beneficiary, empowering her to deploy appropriate resources to help make their lives better. She graduated with both her Bachelor’s degree in Child and Family Studies, and Master’s degree in Social Work from Syracuse University.
In planning for her own daughter with cerebral palsy and medical complexities, Debbie realized how complicated, disjointed, and overwhelming the process was, especially on top of the normal, daily demands of care. She quickly became a special needs planning specialist at Northwestern Mutual, where she helped countless families across the country through this process. She has spoken on the topic at state, regional, and national conferences and joined Hope Trust to share her expertise and help financial advisors support their clients in creating peace of mind. She is passionate about making sure families and their advisors have the information and solutions to ensure a lifetime of care for their loved one with disabilities.
Serving as Hope Trust’s Clinical Care Coordinator, Zarrin oversees all care provided to our clients and ensures it is delivered in accordance with our values as a company. She has authored the underlying questionnaire responsible for building the Hope Care Plan and is responsible for coordinating teams across the company to deliver the highest quality of care. As a Doctor of Nursing, her study and work is dedicated to the wellbeing of her clients.
Together with the care team, I understand the nuances of each beneficiary, empowering myself to deploy appropriate resources to help make their lives better. I graduated with both my Bachelor’s degree in History and Classics, and Master’s degree in Occupational Therapy from Seton Hall University.
Cuong is the executive vice president of Samsung’s Corporate Strategy Group and former chief strategy officer for Merck, Tyco Electronics, and Lenovo. He also served as a senior partner at McKinsey & Company, a leading management consultancy, where he spent 17 years leading the firm’s healthcare, high technology and corporate finance practices. Cuong has held numerous leadership roles with Autism Speaks, a leading U.S. advocacy organization that sponsors autism research and conducts awareness and outreach activities.
Vince is the president and chief executive officer of Navigators Management Company, a publicly traded property and casualty firm with operations in the United States, Europe and Asia. Vince provides Hope Trust with guidance for evaluating and securing insurance coverage for risks associated with serving the special needs trust market.
Kirby Rosplock, Ph.D. is the founder of Tamarind Partners, a research, advisory and consulting practice that works with affluent families and advisors and institutions connected to the ultra-high net worth family office market. A recognized consultant, researcher, advisor and speaker, Dr. Rosplock has authored numerous articles and books including The Complete Family Office Handbook, A Guide for Affluent Families and the Advisors Who Serve Them. She serves on the board of Family Enterprise USA, a non-profit advocacy organization, and is a fellow of the Family Firm Institute and co-trustee of the Harbeck Family Foundation.
Bob is the visionary behind Apex Financial Advisors. With over 40 years of experience in financial planning, and as one of the first to earn the CERTIFIED FINANCIAL PLANNER™ designation in the country, he is truly a groundbreaker in the financial services industry.
Christopher Rooney is a lobbyist, entrepreneur, and one of the owners of the Pittsburgh Steelers. He’s also part of the leadership team of the Palm Beach Kennel Club. As an active Hope Trust Board Member, he’s committed to helping individuals with special needs.