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Jamie Forbes, CAP® and Thomas C. Rogerson
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Breakout Session, Values Based
Wednesday, May 22, 2019 | 3:10 PM

Tale of 2 Families - Building Resilience Across Generations

Jamie Forbes, CAP®, Forbes Legacy Advisors
Thomas C. Rogerson, GenLeg Co., Inc.

What is the secret to keeping families connected across generations? Join the presenters as they follow their own family histories with roots in early America and combine them with observations from their client work. The results are captivating stories with insights about what sustains families over time. Presenters identify strategies, decision and the resulting successes and unintended consequences from them. Whether you are thinking about your own family legacy or you work with families, you will come away with practical suggestions based on real-life experiences.

Jamie Forbes, CAP®, 
Forbes Legacy Advisors

Jamie Forbes grew up in an old New England family imbued with a strong sense of belonging, good fortune and a clear understanding that with privilege comes responsibility. This experience taught him the importance of family culture, tradition, mentoring and stewardship.

Philanthropy has deep roots in his family history, and yet Jamie identified early on that there was limited training around how to give, what to give, and how to evaluate the societal impact of giving. He longed for coaching and mentoring, and today he gets great satisfaction from the coaching and mentoring that comes with this work.

Before Forbes Legacy Advisors, Jamie founded a management consulting group with several partners. Opus Advisors focuses on expanding the capacity of nonprofit organizations. During his tenure at Opus Advisors, Jamie launched their philanthropy advising division, serving both families and businesses to get the greatest impact from their giving. He has also coached and mentored his own children in their giving, including helping them raise funds and donate books to establish a library for an elementary school on the Caribbean Island of Dominica. Jamie is particularly passionate about helping people discover how to combine what they love and how to give.

His work advising clients on their giving helped him identify an even greater need that existed: growing and nurturing their greatest assets – the individuals in the family. With best practices from his own family and others, Jamie brings his natural ability to build relationships, identify and understand culture and plan strategically for clients.

When he is not at work, Jamie can be found with his wife and two daughters or enjoying time with friends. He is an avid outdoor enthusiast, exercise nut, musician, and cancer survivor. Traveling provides an opportunity to understand other cultures, which also helps him understand people better. Jamie is a Charter Advisor of Philanthropy (CAP®), holds a Bachelor of Arts in Economics from Connecticut College and has also studied at The Wharton School and Babson College.

Thomas C. Rogerson, GenLeg Co., Inc.

As a recognized leader and pioneer in family governance throughout the world, Tom uses his “6 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 three decades of experience to the wealth management industry where he has provided guidance and education to families, helping them transition significant capital, both financial and human, from one generation to the next.

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, helping them 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 for wealthy individuals, family offices and entrepreneurs. Engagements include: The Young Presidents Organization, The World Presidents Organization, Harvard University Business School, Tiger 21, Babson College, The Lincoln Center, Yale University, Dallas Theological Seminary, Vistage, Penn State Black School of Business, 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.

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