"Matters of the Heart” Emerging Service
Offerings and Trends in the Private Wealth Management and Family Office Space
Today’s families are complex,
with emotional, lifestyle and financial aspects that are delicately intertwined. Skilled consideration
of a family’s values, different generational
needs and planning objectives is likely to require a comprehensive approach to
develop a thoughtful integrated plan. These
integrated services include a menu of offerings, including financial education
for next generation, support for philanthropic
interests, family governance, improved family
communication and more. Attend this presentation to explore
some of the unique and emerging service offerings designed to address the most
pressing matters responsible for "keeping our clients awake at night”. Daisy Medici, Director of Family Governance
at the GenSpring Family Offices and Carrie Seligman, Senior Wealth Planner at
US Trust, will discuss how each of their
firms are evolving to provide unique solutions that go beyond traditional investment
advisory and asset management services.
About the Presenters:
Daisy Medici, Director of
Family Governance for GenSpring Family Offices
Daisy has a unique forte in the facilitation
of family meetings that focus on the preservation and continued development of
human and intellectual family capital.
Prior to Genspring, Daisy was a partner of Roseview, an investment
banking firm for family owned businesses, following her stint as the Managing
Director of Genus Resources; a family business consultancy that catered to the
needs of family owned businesses. Daisy earned her graduate degree in
Communications Management at Simmons College.
Carrie Seligman, JD, LLM, Senior Vice President and Senior Wealth Planner for US Trust
Carrie began her legal career in her 3rd
generation family owned firm, and transitioned into a career in wealth planning
where she served as the head of Business and Estate Planning for the Boston
office of Northwestern Mutual, before joining US Trust in Boston in 2006.