Norfolk & Plymouth Estate and Business Planning Council


Wednesday, June 1, 2016

Lantana, 43 Scanlon Drive, Randolph



Our day at a glance...

8:30 am to 9:00 am: Registration & Networking

9:00 am to 9:30 am: Full Breakfast

9:30 am to 9:45 am: Annual Meeting & Installation of Officers

9:45 am to 11:00 am: Tom Rogerson


Family Integration: Clients Think They Have It; Advisors Think They Deliver It: Most Are Wrong


Our Annual Meeting has been sponsored by:


Please welcome our speaker...Tom Rogerson

Tom's Presentation...

As we work day to day as advisors we meet many who often separate their wealth in their mind into three different silos. They think of their investments separately from their estate plan separately from preparing their family.

On the investment side they often have multiple advisors and there is often overlap on asset classes, risk, fees, conflicts of interest and different approaches to process and styles. In the area of estate planning many view it as death planning. And, it’s usually thought of as tactics by interest or by necessity. 

In the area of family it’s usually a missed family opportunity. It’s informally discussed or never done at all. To add insult to injury, people usually build mental barriers between the three concepts of investments, estate planning and family that preclude them from getting the quality coordinated work done. 

We, all, as expert advisors owe it to our clients to think and work daily in an integrated manner. 

Tom will describe and explore tools to help a family be more intentional about creating a long term integrated view. We owe it to our clients to work together to help families succeed over the generations.


As a recognized leader and pioneer in family governance, Tom introduces clients throughout the U.S. to his “5 Steps to Healthy Family Governance,” which assists families withcommunication, philanthropic vision, legacy planning, succession, and education. Tom incorporates these critical issues into a client’s comprehensive wealth management plan, not only helping to prepare the money for the family, but to also prepare the family for the money.

Tom joined Wilmington Trust in 2011 with more than three decades of experience in the wealth management industry. For over a decade, Tom has provided guidance and education to help prepare families as wealth is transitioned from generation to generation. He most recently served as managing director of family wealth services for BNY Mellon wealth management. Previously, he was national director of estate tax planning with State Street Global Advisors in Boston, assisting clients with estate planning and family governance. Earlier in his career, Tom served as director of financial and estate tax planning with Coopers and Lybrand and was national director of estate tax planning for Kidder, Peabody & Co. He holds a bachelor’s in Economics from Ithaca College.

Tom is an international speaker on the topic of family governance and continues to be invited to speak to wealthy individuals and entrepreneurs around the world. Engagements include: Dallas Theological Seminary, Tiger 21, Lincoln Center, Yale University, Vistage, Museum of Modern Art, Commonwealth Club, The Nature Conservancy, New York Botanical Garden, The Young Presidents Organization, The World Presidents

Organization, Harvard University Business School, National Society of Fund Raising Executives, Council for Advancement and Support of Education, Family Office Symposiums, The Dallas Foundation, The New York Community Trust, The Boston Foundation, Brigham Young University, The Woodland Park Zoo, numerous Family Office Conferences and Symposiums, as well as many other organizations.



 

Norfolk & Plymouth Business and Estate Planning Council


617.285.2845

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