C3 Financial Partners
February 2022

The Central Role of Family Legacy and Family Governance in Today’s Estate Planning | Consume & Converse with Tom Rogerson

Author: C3 Financial Partners
Back to the Future: The Central Role of Family Legacy and Family Governance in Today’s Estate Planning

Before there were estate taxes, there was estate planning, but it was about the people, process, possessions, places, Legacy, Governance and THE FAMILY PURPOSE. Without shared purpose there is often separation and conflict. Many estate planning strategies actually make family governance, legacy and harmony more difficult. Most estate plans today treat future heirs as children for the rest of their lives.

In this talk, Tom breaks down how planning can help a family go from unhealthy independence to healthy interdependence, and then can the plan endow the process? See how a “seven-step process to healthy family governance” can become a critical part of your practice and your client’s success.

 

You may download the presentation from this event recording here. If you would like to dive deeper into Family Estate Planning resources, check out a list of Tom’s favorites here.

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Tom Rogerson

Tom Rogerson, ILS., DISC. President, GenLegCo. Inc.

617.688.2029

About Tom Rogerson, ILS., DISC.

Tom is a recognized leader and pioneer in family governance and legacy planning. He had the privilege of meeting Jay Hughes 25 years ago who inspired him to transform his practice from “Preparing the Money for the Family” to “Preparing the Family for the Money.” Using his Seven-Steps to Healthy Family Governance, Tom has worked with over 260 families facilitating family meetings focusing on: transparent communication, entrepreneurial motivation, philanthropic vision, legacy planning, succession development and then endowing the process for the future, all to create a generational family bond.

In 2017 Tom teamed up with his wife, a certified relationship coach, and started GenLeg Co., Inc. Together they provide guidance and education to families and their advisors, helping them transition significant capital, both financial (tangible) and human (intangible), from one generation to the next.

Prior to starting a private practice, Tom was with Wilmington Trust, bringing his family governance and wealth management expertise as both a speaker and motivator to not only families but to Wilmington’s client facing teams, helping them integrate Family Governance into the fabric of the client relationship. Previously, Tom was Managing Director of Family Wealth Services for BNY Mellon, National Director of Estate Tax Planning with State Street Global Advisors, and Director of Financial and Estate Tax Planning with Coopers and Lybrand. He holds a bachelor’s in Economics from Ithaca College.

Tom has spoken for The World Presidents Organization, Harvard University Business School, Tiger 21, 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, Heckerling, numerous estate planning councils, as well as many other organizations.

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