David Herritt Thumbnail

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

Breakout Session #4: Crafting Mission and Vision Statements Speaker

Mission and vision statements can help unite a diverse family ownership group, set direction for a family business or family foundation, and help the family enterprise press onward during times of challenge like those we encountered in 2020. This session will offer tips on creating mission and vision statements that can help your business family find its true north.

Closing Keynote Interview Speaker

A conversation with Jim Perdue, Chairman and Spokesperson for Perdue Farms


Please note: You can ask questions anytime during the presentation by using the Q&A box. Questions will be marked as “waiting for review.” We will get to as many questions as possible. 

If you prefer, you can minimize the Q&A window.