New York Private Trust - A Delaware Trust Company

The Family Dynamics of Wealth

 Featuring Thomas C. Rogerson, GenLeg Company

 

Tom is an expert in family governance and entrepreneurship.

As a recognized leader and pioneer in family governance, Tom uses his “5 Steps to Healthy Family Governance,” to assist families with communication, 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. He brings more than three decades of experience to the wealth management industry where he has provided guidance and education to families, helping them transition significant capital, both financial and human, from one generation to the next.

Tom is a much sought-after speaker for wealthy individuals, family offices and entrepreneurs. His past engagements include The Young Presidents Organization, The World Presidents Organization, Harvard University Business School, The Lincoln Center, Yale University, Dallas Theological Seminary, Vistage, Museum of Modern Art, The Nature Conservancy, New York Botanical Garden, The Dallas Foundation, The New York Community Trust, The Boston Foundation, as well as many other organizations.

 

Date: Wednesday, November 28th, 2018

Time: 12pm-2pm  Lunch & Presentation

Location: 335 Madison Avenue, 23rd Floor, New York, NY 10017