Private Banking and Trust services are offered through Boston Private Bank & Trust Company, a Massachusetts Chartered Trust Company. Wealth Management services are offered through Boston Private Wealth LLC, a U.S. Securities and Exchange Commission Registered Investment Adviser. Boston Private Wealth LLC is a wholly owned subsidiary of Boston Private Bank & Trust Company.
Boston Private Bank & Trust Company, its parent, its subsidiaries, and their staff, do not provide tax, accounting or legal advice. You should consult with your legal or tax advisor prior to taking any action relating to the subject matter contained on this website.
Investments are not insured by the FDIC or any other government agency, are not guaranteed by Boston Private Bank & Trust Company or its subsidiaries, affiliates or parent company, may lose value, and are not a Bank deposit.
WEBINAR: Talking About the Future
The information and materials contained on this site or in any communication containing a link to this site are not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution would be contrary to law or regulation or which would subject Boston Private Bank & Trust Company or its subsidiaries or affiliates to any registration requirement within such jurisdiction or country. The information and materials contained on this Site are not intended as an offer or solicitation for the purchase of stock, any other security or any financial instrument of Boston Private Bank & Trust Company or any other issuer or company.
For these families or those approaching this life stage, the time has come to initiate conversation with siblings, parents and others regarding their parents future care, needs and wishes.
Liz Moyer, a financial and wealth management journalist who has written for Forbes, the New York Times and Wall Street Journal will be our moderator for this session. Join us for a 30 -minute complimentary webinar to:
- Learn some of the hard lessons and inspiring reactions that other families have experienced as they have gone through this process with their loved ones.
- Get tips about developing a family financial plan, including where to turn for help.
- Hear how third-party advisors have helped diffuse difficult family dynamics to create a plan that everyone could agree on.
Liz is a journalist with over 20 years of experience reporting on wealth, finance and banking for The New York Times, The Wall Street Journal, Forbes and other publications. She is currently an editor and contributor at New York Times' DealBook.
with Your Parents
Marie DelRossi, J.D., LL.M.
Managing Director, Wealth Strategist
Kathleen Kenealy, CFP®
Senior Wealth Advisor
Boston Private © 2017
With 10 years of trust administration and private wealth experience as well as 15 years working as a trust and estate attorney, Marie DelRossi brings expertise in estate planning, probate and taxation. This unique perspective allows her to effectively analyze and work with complex estate, trust and tax planning concepts for Boston Private’s high net worth clientele, assisting both individuals and families in the preservation, enjoyment and transfer of wealth.
Kathleen has over 10 years of experience in wealth planning and advisory services and specializes in working with successful individuals and families to manage and protect their assets. As a Senior Wealth Advisor, Kathleen works closely with her BPW colleagues and her clients’ external advisors to provide thoughtful advice and guidance on investment, retirement, philanthropic, estate, and tax planning strategies.