Thomas Rogerson 1 posts 0 comments

Thomas C. Rogerson brings more than three decades of experience to the wealth management industry, providing guidance and education to families as they transition significant capital, both tangible and intangible, from one generation to the next. Tom is a recognized leader and pioneer in family governance throughout the world, and uses his “6 Steps to Healthy Family Governance” to assist families with communication, philanthropic vision, legacy planning, succession, and education. Prior to starting his private practice, Tom was with Wilmington Trust, was Managing Director of Family Wealth Services for BNY Mellon, National Director of Estate Tax Planning with State Street Global Advisors in Boston, and Director of Financial and Estate Tax Planning with Coopers and Lybrand. He holds a bachelor’s in Economics from Ithaca College, and speaks frequently on topics of family governance and philanthropy for wealthy individuals, family offices, and entrepreneurs.