Center for Family Legacy Center for Family Legacy

Center for Family Legacy

Truist Wealth – Center for Family Legacy

4 Greenwich Office Park,

Greenwich, CT 06831-5115

centerforfamilylegacy@truist.com

Phone 203-661-6616

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Who we are

The Center for Family Legacy unites and empowers families to bridge generations and develop strategies to sustain their wealth so that it positively impacts family members.

We fulfill our purpose by:
  • Working to enhance communication and collaboration within families and creating awareness around the emotional aspects of wealth
  • Bonding family members around their shared values
  • Preparing and educating families to live responsible and confident lives with wealth
  • Facilitating a forum for families to meet and discuss what is important to them so they can make informed decisions
  • Helping families look beyond their financial capital 

Specialties

David Herritt
David Herritt
Head of Center for Family Legacy
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Drew Egan
Drew Egan
Director of Family Education
Senior Vice President
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Carolann Grieve
Carolann Grieve, CTFA
Managing Director of Family Governance
Senior Vice President
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Emily Haenselman
Emily Haenselman
Director of Family Education
Senior Vice President
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Mark Johnson
Mark Johnson
Center for Family Legacy Associate
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Carla Lovastik
Carla Lovastik
Center for Family Legacy Associate
Vice President
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William Lyons
William Lyons
Director of Governance
Senior Vice President
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Daisy Medici
Daisy Medici
Director of Governance and Education
Senior Vice President
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Silke Shilling
Silke Shilling, CTFA
Senior Governance Associate
Vice President
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Ashley Silvers
Ashley Silvers
Next Gen Education Associate
Vice President
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Natalie Smailes
Natalie Smailes
Managing Director of Client Development
Senior Vice President
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Locations

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Truist Wealth – Center For Family Legacy

4 Greenwich Office Park, Greenwich, CT 06831-5115

Phone 203-661-6616

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