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David Herritt

Managing Director, Head of GenSpring Family Office Services Group
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. 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 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

Managing Wealth for the Long Term Moderator

Keeping the family together as an economic unit for the long term involves cultivating a stewardship mentality, instilling a work ethic, developing governance systems and teaching the family values. Panelists will share their insights on how building the family’s relationship skills and developing a family education program promotes rational discussions of financial issues such as dividends and risk.