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New England Chapter Breakfast
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New England Chapter Breakfast

"Soft Side Planning Offerings: How Family Office and Family Wealth Providers are Distinguishing Themselves" with Carrie Seligman, Wealth Strategist, Sr. VP at U.S. Trust & Daisy Medici, Director of Family Governance Wealth Advisory Center at GenSpring Family Offices

When: Wednesday, December 12
From 8:00 AM until 9:30 AM
Where: Murtha and Cullina
99 High Street
20th Floor
Boston, MA  02110
United States
Contact: New England Chapter of FFI

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"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. 

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