Southwest Florida
Estate Planning Council

Our purpose is to encourage the highest level of professional service in the Estate Planning field.

Elephants in the Room - Carolann Grieve

  • Tuesday, February 16, 2021
  • 12:00 PM
  • Zoom Presentation

Registration


Registration is closed

Elephants in the Room 

Presented by Carolann Grieve, Genspring


Registration Deadline: Friday, February 12, 2021
Guest fee is $20.00.
Please submit payment to SWFEPC for all guests.


Event Location:
Webcast via ZOOM


Event Time:
Presentation:  12 p.m.





Sponsored by:


Carolann Grieve is a managing director and a member of the GenSpring Family Office Services group. Carolann is responsible for delivering GenSpring’s family governance and family education offerings to clients across the firm, helping families to identify their wealth objectives and to deepen their financial knowledge and what it means to live a life of wealth.


In addition, Carolann chairs GenSpring’s Women & Wealth Initiative. Through this initiative Carolann works with her GenSpring colleagues to create a welcoming environment emphasizing a holistic approach to financial stability, which in turn enables women to live an informed and responsible life with wealth, to feel fulfilled and empowered to achieve their goals.


Prior to her current role, Carolann was a senior wealth strategist, responsible for assisting families with a wide variety of wealth management needs, including estate planning, tax, financial planning, fiduciary, philanthropy and family governance issues. Carolann worked closely with a client’s GenSpring investment strategist and other professional advisors outside of GenSpring to ensure that all aspects of a family’s wealth management plan were closely coordinated.


Carolann was previously the chief financial officer of Eagle Capital International, an investment firm and multifamily office, where she was responsible for trust and estate administration, tax return preparation, client reporting, technology and human resources. Prior to that, she worked as director of accounting at Pantasote, a publicly traded international plastics firm. Additionally, Carolann was accounting manager at the International Division of Chesebrough Ponds.


Carolann is a graduate of Iona College where she received her MBA in Finance and her BBA in Accounting. Carolann is a Certified Trust and Financial Advisor. 


The Elephants in the Room: Strategies for Dealing with their Thunderous Presence!

There are many topics that families consider taboo (the “elephants”). This session will identify common elephants that families of wealth face and offer solutions for addressing these very sensitive issues.



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