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This profile was last updated on 1/2/15  and contains information from public web pages and contributions from the ZoomInfo community.

Ms. Barbara R. Hauser

Wrong Barbara R. Hauser?

Global Family Advisor

Local Address: Minneapolis, Minnesota, United States
Barbara R. Hauser LLC.

Employment History

Board Memberships and Affiliations

  • Independent Family Advisor
    Barbara R. Hauser LLC.
  • Founder
    Barbara Hauser Associates
  • Advisor
    Carlson Holdings , Inc.


  • B.A.
    Wellesley College
  • Ph.D. , international tax
    University of Utrecht
90 Total References
Web References
Barbara Hauser, founder of ..., 2 Jan 2015 [cached]
Barbara Hauser, founder of Barbara R. Hauser LLC in Minneapolis, Minn., recalled one of her first law firm clients, a 65-year-old man whose money was held in a trust with payments that began at age 60. He was fed up; he wanted to manage his own money. From there, Hauser developed an expertise in breaking rigid trusts while helping beneficiaries add a bit more flexibility to their lives.
Bent on Control
"So, if you have a client who is bent on control, as many of them are, keep in mind it may not last," said Hauser. "They may run into someone [like Hauser in her former life] and find a way to go to court and break whatever that trust was."
Hauser proffered another example, fast-forwarding 20 years in her career as a lawyer, recalling when she was recruited to give advice full-time to a famous billionaire. His charge to her was to find a way to control his family for the next 300 years using trusts. "Trusts are filled with a desire on the part of the settlor to impose control for all kinds of reasons," Hauser underscored.
Hauser added another from her line of trust horror stories: a client asked her to set up a trust for her 50-year-old daughter. When Hauser mildly protested, saying the daughter seemed old enough, the client made it clear it was the husband he didn't trust.
The best piece of advice, according to Hauser, is to keep educating the beneficiaries. She noted that it's also smart marketing for any professional advisor to build those bridges via education with the next generation - and to keep them involved. Hauser pointed to the example of one very prominent US family that has traditionally written trusts but, as a practical matter, decided to create committees instead. These are not mentioned in a trust agreement, she underscored. One of the committees is concerned trust distributions, which Hauser also emphasized, have no legal authority. "[Nonetheless,] it's become an entrenched family discipline that, every quarter, the adult beneficiary looks at their needs for income for the next quarter. They put together proposals, the cousins get together and work on it themselves and everyone's on board, everyone participates. Then they make that request to the trustees," she details.
Hauser added that if a family does want to have a private trust company, then the "friendly amendment" she would offer is to have that family run a private trust company that acts more like a front office and then make an arrangement with a real trust company to do the administrative, regulatory and back office work. "All the big banks I know of are happy to do that," she said.
Susan Schoenfeld, New York State Society Of Cpas, Nysscpa, George Macdonald, Fourth Annual Family Office Conference, Wealth Legacy Advisors, Barbara Hauser, Barbara Hauser Llc, Laura Twomey, Simpson Thatcher And Bartlett, Randy Werner, Camico
News | Kirby Rosplock, 22 May 2014 [cached]
Barbara Hauser, Global Family Advisor, Barbara R. Hauser LLC
Barbara Hauser, Independent ..., 1 June 2012 [cached]
Barbara Hauser, Independent Family Advisor at Barbara R Hauser, will present on channelling tax efficiencies and asset protection.
Media Information for Surpass Your Dreams, 23 Aug 2005 [cached]
Barbara Hauser, founder of Barbara Hauser Associates, a coaching, training and consulting practice, will take over the "Ask the Coach for Landing the Job You Want" column.
Our Advisory Board - Luxury Institute, LLC, 12 May 2010 [cached]
Barbara R. Hauser
Barbara R. Hauser, MA, JD Barbara Hauser is an internationally recognized leader in the private wealth industry. She is named on the 2008 Citywealth list of Top 100 international wealth advisors. She has been called a “leading light for families with cross-border holdings.†The closed door discussion group of family members and family office executives she has co-hosted for the last twelve years, Family Advisory Council, was a finalist for the Institutional Investor family group of the year for 2005.
Her unique background combines legal expertise in the international private client field (author of a loose-leaf treatise on International Estate Planning) with a deep understanding of the critical family issues (author of numerous articles on family governance, the next generation, and related subjects.)
A graduate of Wellesley College and the University of Pennsylvania Law School, after which she clerked at the U.S. Supreme Court. Hauser was a law firm partner in Minnesota, Visiting Associate Professor at the U. of MN Law School, Special Counsel in the Private Client Department at Cadwalader, Wickersham & Taft LLP in New York, and part of the Citigroup Family Office group. She is now based in Zurich, Switzerland.
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