Carol Hannigan, Moreland Wealth Services Corporation
Creating a Sustainable, Multi-Generation Family Office
Carol will share her experience in going beyond asset planning to build a sustainable family office to serve a multi-generational family. She will also discuss the evolving role of the family office executive in identifying and planning for the family's needs and goals beyond the traditional focus on investment management, accounting and tax planning. These may include governance structures and initiatives such as a private trust company, a family council, and next generation education.
More About Carol
Carol A. Hannigan is President and General Counsel of Moreland Wealth Services Corporation, a single-family wealth management office for the Jeffrey Horvitz family in Beverly, Massachusetts. Carol handles all litigation, investment, trust and estate planning, audit and compliance matters and is responsible for developing and executing wealth transfer and tax planning strategies for family members. She coordinates the work of external advisors, as needed, and also handles next generation education. Carol serves as a key senior advisor to all family members.
Prior to joining Moreland in 2010, Carol spent over twenty years as a commercial real estate and corporate attorney in Boston, advising wealthy families, investors and developers on real estate and private equity investments, as well as related trust and estate tax planning matters. She was a Partner at Hale and Dorr LLP (now Wilmer Hale). Carol received her B.A., magna cum laude, from Simmons College and her J.D. from Boston University School of Law.
John F. Hoffman
President, Wealth Management — Northeast Region
40 West 57th Street, 21st Floor
New York, NY 10019
Thursday, May 2, 2019
8:00 am Sign-in
8:15-9:45 am Breakfast Workshop
How to Register
You may sign up for the workshop using the registration link below. Email Babetta von Albertini at firstname.lastname@example.org with questions.