David Herritt
Head of Center for Family Legacy
Truist Wealth
David Herritt is Head of Truist Wealth’s Center for Family Legacy. In this role he 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 all aspects of the delivery of family governance, education, enhanced reporting and expense management.
Prior to his current role, David worked for a number of trust companies including Bankers Trust, Deutsche Bank Trust and U. S. Trust. David spent much of the 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
Family Harmony and Communication: What Works and What Doesn’t – Speaker
Harmony and communication within the family are critical components to a strong family business. This session will discuss strategies for a harmonious family dynamic and focus on what works and what doesn’t.
Lunch and Keynote Conversation with Mitchell Kaneff – Speaker
A keynote conversation with Mitchell Kaneff, 3rd generation chairman/CEO of Arkay.