2015 Annual Meeting Breakfast
The J. Richard Ely Memorial Lecture presentation
The Hope Club, 6 Benevolent Street, Providence, RI
Thursday, May 21, 2015
7:30 - 10:30 a.m.
7:30 – 8:00 a.m.: Networking and Coffee
8:00 – 10:30 a.m.: Annual Meeting & J. Richard Ely Memorial Lecture
J. Richard Ely Memorial Lecture:
Family Communication, Values, Mission, Philanthropy – How Do You Help a Client and/or Donor Get Started?
By Tom Rogerson, Senior Managing Director and Family Wealth Strategist, Wilmington Trust
Tom Rogerson’s discussion Family Communication, Values, Mission, Philanthropy – How Do You Help a Client and/or Donor Get Started? will cover the concepts of family capital (human, intellectual, social) and how successful families use their financial capital to enhance their non-financial assets. Wealth brings vast opportunities to families, but also vast challenges. Families wish to motivate children with wealth and to foster independence vs. dependence, but often families are faced with children who feel privileged. The goal is to transfer values and purpose not just assets. In Tom Rogerson’s presentation he will show how a family can succeed through the development of communication around the family’s values, interests, and circumstances – and to use philanthropy as a vehicle. The outcome is a transition of the diversity of individuals and preferences, to unity of vision, to continuity of the family’s total wealth. With an integrated family governance plan, the family is prepared to operate more efficiently and harmoniously over multiple generations.
Thomas C. Rogerson, Senior Managing Director and Family Wealth Strategist, Wilmington Trust
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 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.
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.
Thank you to our May 21st Annual Meeting Program Sponsors
Member Guest: Free (Only one guest per member per session)
Please send payment to:
465 Waverley Oaks Road
Waltham, MA 02452