David Herritt

David Herritt
Senior Vice President Head of Center for Family Legacy

4 Greenwich Office Park

2nd Floor,

Greenwich, CT 06831-5115

David.Herritt@Truist.com

Phone 203-769-2743

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About me

Background

David Herritt is the head of the Center for Family Legacy and has been with Truist Wealth and its predecessor firm since 2006. He’s actively involved in developing resources to aid families in areas related to their human and intellectual capital. With extensive experience in family meeting facilitation, communication, policy creation, and next generation education, he has direct oversight of all aspects of delivering family governance, education, enhanced reporting, and expense management.

Prior to joining Truist, David worked for several trust companies, including Bankers Trust, Deutsche Bank Trust, and U.S. Trust, and spent much of the early part of his 30-plus year career in trust and estate administration. Over time, he transitioned to focusing on the human and intellectual capital topics facing families. He regularly speaks and writes for professional and client groups on a myriad of topics, including family governance and dynamics, next generation education, and planning for closely held businesses.

Education

Law Degree
Cumberland School of Law 1985 1988
Bachelor Degree
SUNY Brockport 1980 1984

Personal Interests

David supports the CT Federation for the Blind and enjoys his morning time with his Peloton bike and playing golf with family and friends.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • 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

Locations

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