STEP NEW YORK Luncheon Meeting: NEW DATE: Thursday, October 10, 2019
TOPIC: “Governance in the Family Business”
SPEAKER’S: David Herritt, Managing Director GenSpring
David Herritt joined GenSpring in 2006. In his role as managing director, 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 family office services offered by GenSpring including all aspects of the delivery of family governance, education, enhanced reporting and expense management.
Erik Tozzi, Wealth Advisor
Erik Tozzi is a Wealth Advisor with GenSpring – SunTrust Private Wealth Management. He offers clients more than 19 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, credit, estate planning, philanthropy and family governance. He works closely with owners of family businesses – particularly those with real estate holdings, as well as families with cross-border issues. He also endeavors to bring the full resources of SunTrust Bank to address the complex needs of family offices.
Thursday, October 10, 2019
TIME: Registration Begins: 12:00 PM
Educational Session: 12:30 PM – 1:45 PM
Location: Law Offices of Duane Morris, 1540 Broadway, 14th Floor (entrance on 45th Street)
New York, NY 10035
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