WESTERLY, R.I., July 9, 2015 (GLOBE NEWSWIRE) -- Washington Trust Wealth Management today announced it will be participating in the Family Office & Private Wealth Management Forum, the premier conference in North America for high net worth individuals and family offices. Rogean B. Makowski, Senior Vice President of Wealth Management Client Services and member of the Washington Trust senior management team, will participate in the first panel of the conference, A New Day; A New Model: How to Structure Your Family Office for Success and Minimize the Government's Hold.
As part of the panel, Makowski will address fiduciary and regulatory oversight and risk management considerations, as well as how they relate to the set-up and effective administration of the family offices of high net worth individuals. Allan Zachariah, Co-Founder and Managing Director of Pathstone Family Office will moderate the panel. Additional panelists include Carl Sheeler, Managing Director of Berkeley Research Group, LLC, Carol Pepper, CEO and Founder of Pepper International LLC and Dr. Carl Sheeler, Managing Director of The Berkley Research Group.
"A key area in which a corporate fiduciary, like Washington Trust Wealth Management, provides value in a family office environment is through the preservation of family values, priorities and multi-generational objectives," says Makowski. "These may include business continuity, fostering ongoing philanthropy and enriching the lives of succeeding generations."
In the course of her 30 years in trust and financial services, Makowski has managed multigenerational family relationships with individual assets of more than $25 million. Her special focus lies in creating a culture within families that is based on the beliefs and work ethic of her clients. Makowski is widely accepted as an expert in articulating the priorities of her clients to succeeding generations in ways that help them to thrive and fulfill their potential using the benefits of the founding generation's legacy. As a Chartered Financial Consultant, she provides an array of services to client families, including charitable, estate and retirement planning. In her role on the senior management team of Washington Trust Wealth Management, she provides leadership and expertise to an experienced group of wealth advisors managing relationships valued in excess of $5 billion. Makowski is a recipient of the Rhode Island Foundation's Professional Leadership Award in recognition of her outstanding role as a professional advisor and civic leader.
Held at the Hyatt Regency in Newport, RI from July 20-22, the Family Office & Private Wealth Management Forum is one of the largest family office events in the world. Attracting family offices, private investors, and investment managers, the forum features dialogue driven panel discussions covering a wide variety of investment topics including direct investing, impact investing, non-correlated assets, and more.
Washington Trust Wealth Management is a general sponsor of the Forum.
ABOUT WASHINGTON TRUST WEALTH MANAGEMENT
Washington Trust Wealth Management is one of the premier wealth management firms in the Northeast, providing financial planning, asset management and trust and estate planning services to high-net-worth clients, endowments, foundations, retirement plan sponsors and other institutional investors through its parent, The Washington Trust Company, since 1902. Washington Trust Wealth Management has offices in Rhode Island (Providence, Westerly, and Narragansett) as well as an office in Wellesley, Massachusetts, through Weston Financial Group, Inc. As of March 31, 2015, Washington Trust Wealth Management had more than $5 billion in assets under administration. Additional information on Washington Trust Wealth Management can be found at www.washtrust.com/home/wealth.
ABOUT WASHINGTON TRUST
Founded in 1800, Washington Trust is the oldest community bank in the nation, the largest state-chartered bank headquartered in Rhode Island and one of the Northeast's premier financial services companies. Washington Trust offers a full range of financial services, including commercial banking, small business banking, personal banking and wealth management and trust services through its offices located in Rhode Island, Connecticut and Massachusetts. The Washington Trust Company is a subsidiary of Washington Trust Bancorp, Inc., (NASDAQ:WASH). Additional information on Washington Trust and its subsidiaries can be found at www.washtrust.com.