Daisy Medici

Daisy E. Medici
Senior Vice President Managing Director of Governance

101 Arch St

15th Floor,

Boston, MA 02110-1103

About me

Background

Daisy Medici is the managing director of governance and education of the Center for Family Legacy and has been with Truist Wealth and its predecessor firm since 2006. Most of her time is focused on developing and administering the firm’s proprietary tools and processes specifically designed to help families increase their chances of sustaining wealth over generations. She mentors a team of professionals skilled in the non-investment components of these processes, who work alongside the firm’s advisors as they help client families identify wealth objectives and develop appropriate methods for governing their shared assets.

Daisy is a frequent speaker on many topics regarding effective family governance and all that it involves, including family communication and conflict, recovering trust, non-investment risk management, the emotional impacts of wealth, and the importance of family governance and policies in sustaining wealth across generations. She’s been a contributing author for Families in Business magazine and have been published in Family Business magazine.

Prior to joining the firm, Daisy was a partner at The Roseview Group, an investment banking and family business advisory firm, where she worked with client families and focused on new business development and marketing. Before working for Roseview, she was the managing director of Genus Resources, LLC, a business consultancy exclusively catering to the needs of family enterprises.

Education

Master’s Degree, Communications Management
Simmons College

Personal Interests

In addition to her career, Daisy's main passion is her large, loving, gregarious family that spans the country from coast to coast. She comes from a family that proudly spent five generations in the newspaper business.

Specialties

  • Educating family members with significant wealth to confidently manage their financial lives

  • Guiding families with significant wealth to work together to develop strategies for sustaining wealth over time

To
Loading location info... Loading the directions...

Location data unavailable at this time. We apologize for the inconvenience.

Map

{0}

{1}

{2}

Office hours

{5}

Phone {3}
Fax {4}

{0} {1}
{0} {2} {3} {1} miles

Recommended Resources

    {0}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}