David Herritt
Head of GenSpring Family Office
Services
GenSpring SunTrust Private Wealth
David Herritt joined GenSpring in 2006. In his role as Head of GenSpring Family Office Services, David is actively involved with the development of resources to aid families in areas related to their human and intellectual capital. He has extensive experience in family meeting facilitation, family communication, family policy creation and next generation education. Further, David has direct oversight of all aspects of the delivery of family governance, education, enhanced reporting and expense management.
Prior to joining GenSpring, David worked for a number of trust companies including Bankers Trust, Deutsche Bank Trust and U. S. Trust. David spent much of the early part of his 25 plus year career in Trust and Estate Administration. Over time, he transitioned to focusing on the human and intellectual capital topics facing families. He speaks and writes regularly for professional and client groups on a myriad of topics including family governance, family dynamics, next generation education and planning for closely held businesses.
David attended Brockport State University and obtained a Bachelor of Science degree in Political Science and Economics. In addition, he obtained his Juris Doctor from the Cumberland School of Law. David is also a graduate of the National Graduate Trust School program at Northwestern University.
David is involved with the Association of the Blind and the Connecticut Special Olympics.
SESSIONS
Main Stage The
Real-World Issues of Family Wealth – Panelist
Money comes with many perils. This session will focus on educating the family on how to deal with the stigmas associated with wealth, how to talk to friends and potential partners about it, how to prevent entitlement and how to keep family members engaged and productive.
Concurrent
Workshop #2 | Developing Wealth Literacy for the Family
Enterprise
Developing Wealth Literacy for the Family Enterprise