Prior to starting his private practice, Tom was with Wilmington Trust, bringing his wealth management expertise as both a speaker and motivator to not only families but to Wilmington’s client-facing teams. He helped Wilmington integrate Family Governance into the fabric of the client relationship, from introduction to full implementation. He created unique messaging utilizing both the Challenger Sale and the SPIN model to motivate prospects, centers of influence, clients, and internal teams towards his integrated approach in managing family wealth.
Previously, Tom 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.
Tom is a much sought after international speaker on the topic of family governance, family education and family philanthropy for wealthy individuals, family offices and entrepreneurs. Engagements include: The Young Presidents Organization, 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, as well as many other organizations.
Dr. Andy Ward
Dr. Andy Ward is the newest member of our team, but he brings over two decades of experience as an expert working with families focusing on healthy relationships and communication, legacy and wealth transfer, and navigating the complex dynamics of managing a family business. He also has extensive experience working with business and not-for-profit organizations in the area of employee selection, leadership and executive coaching, training and development, and navigating challenging personnel issues. As an engaging speaker and trainer, he is frequently sought after to speak about a variety of areas including family health and increasing trust, increasing relational skills, leadership, marriage, and effective stress management at home and in the workplace. He has been married to his wife, who is a licensed professional counselor, for 22 years and they are the parents of 3 boys.