Daisy E. Medici
Senior Vice President
Director of Governance and Education
Senior Vice President
Director of Governance and Education
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
Family education
Educating family members with significant wealth to confidently manage their financial lives
Family governance
Guiding families with significant wealth to work together to develop strategies for sustaining wealth over time
