Who We Are

 Our Mission

Gen Leg Co. works with Families, Advisors and Charities

EDUCATE: What the data shows from our extensive client experience coupled with the proven studies as to why families fail at preserving wealth to the third generation

MOTIVATE: Provide Assessments and Mapping showing success is possible

FACILITATE: Intentionally introducing and reintroducing a family to itself with tools, activities and metrics designed to measure and build a healthy culture of interdependence for a generational legacy.

 Meet the Team

Contact: 
617-688-2029
tom@genlegco.com
Tom Rogerson
President/CEO 

As a recognized leader and pioneer in family governance throughout the world, Tom uses his “7 Steps to Healthy Family Governance” to assist families with communication, philanthropic vision, legacy planning, succession, and education. Tom incorporates these critical issues into a client’s comprehensive wealth management plan, not only helping to prepare the money for the family, but to also prepare the family for the money.

He brings more than four decades of experience to the wealth management industry where he has provided guidance and education to families, helping them transition significant capital, both tangible and intangible, from one generation to the next.
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    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.

Contact: 
617-750-2029
cathy@genlegco.com
Cathy Rogerson
Director 

Cathy graduated with a BA in Social Work from Ohio Wesleyan University. She holds coaching certifications in Marriage, Life, Emotionally Focused Therapy and Pre-Marriage Counseling from the American Association of Christian Counselors. She is also certified in Engagement Counseling with Prepare/Enrich.

After 39 years of marriage, and raising four children, she brings her passion for strong families to her coaching practice. Her desire is to see people walk in health emotionally, relationally, and spiritually. "If we are willing to edit the story we have created on our family members and be curious enough to see life from their lens, then we can get to understanding. My goal is to help families work through conflict safely and respectfully."

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.