Often families are concerned with the impact of the wealth transfers on their children and grandchildren, but don’t know how and when to start preparing them. Now that the lifetime gift exemption has increased, the issue is of even greater concern. This session will review the generational dynamics at work and offer practical steps to engage the rising generations in discussions about transfer strategies, values and intent.
Donna Trammell is Director of Family Wealth Stewardship at Bessemer Trust. In this role, she leads next generation initiatives, working directly with clients to customize financial education curriculums, design and facilitate multigenerational family meetings, and help families make decisions about shared assets. She also leads the firm’s Next Gen Client Advisory Council and annual Next Gen Client Workshop. Previously, she led the firm’s Marketing team.
Prior to joining Bessemer, Donna worked in the private client group at Goldman Sachs. Before that, she held client relationship management positions at BBDO, Young and Rubicam, and Grey Advertising.
She is a noted speaker on the topic of raising good stewards of wealth and has been quoted in such publications as The Wall Street Journal and Worth magazine. Donna is certified as a family business advisor (FFI) and multigenerational facilitator (21/64). She regularly volunteers to teach financial literacy to teens from low-income households.
Donna earned a B.A. in history and English from Colgate University.
One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.
This meeting is being sponsored by
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