Jeffrey Herman

Jeffrey Herman
Managing Director Head of Center for Family Legacy Truist Bank
Center for Family Legacy

50 Hudson Yards

New York, NY 10001

jeffrey.herman@truist.com

Phone 516-286-6942

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About me

Background

Jeffrey Herman is a Managing Director of the Center for Family Legacy, advising business owners and family offices on sophisticated planning strategies relating to their business, personal, and family legacy goals. In this role, Jeffrey provides tailored guidance and solutions for families around the most complex personal and business succession needs, while maintaining and perpetuating family harmony.

Jeffrey has over 15 years of experience advising and strategizing with ultra-high net worth families, business owners, and family offices. Before working at Truist, Jeffrey was the east coast Wealth Planning and Advice lead at J.P. Morgan Wealth Management, where he integrated advice to clients around the following primary areas: tax, trust, and estate planning; business succession; philanthropy; restricted stock and option planning; retirement planning (including cashflow planning and analysis); and concentrated stock solutions. Prior to that, he served as the east coast wealth planning specialist at Barclays Wealth and practiced as an associate attorney in the Individual Client Services group at Schulte Roth and Zabel.

Education

JD
Columbia Law School
LLM
New York University School of Law
BA Mathematics
Columbia College, Columbia University

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