Family & Wealth Sustainability (E1612709)

Thomas C. Rogerson, Senior Managing Director and Family Wealth Strategist, Wilmington Trust, Boston. As a recognized leader and pioneer in family governance, Mr. Rogerson 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. He 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.

Mr. Rogerson joined Wilmington Trust in 2011 with more than three decades of experience in the wealth management industry. For over a decade, he 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, he 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.

Mr. Rogerson holds a bachelor’s in Economics from Ithaca College. He 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.