Advanced Estate Planning for Multi-Generational Clients
Presented by Lisa Featherngill
Senior Vice President and National Director, Comerica Wealth Management
Session date and time May 1, 2023 11:00 a.m. - 12:00 p.m.
This session will explore both the quantitative and qualitative issues associated with wealth transfer planning for high- (and ultra-high-) net-worth multi-generational families. Both concepts and practical ideas will be discussed during this session.
ACE Academy 2023
Speaker Bio
Lisa Featherngill Senior Vice President and National Director, Comerica Wealth Management
Lisa R. Featherngill is a senior vice president and national director of wealth planning at Comerica Wealth Management. She leads a team of experienced and credentialed wealth planning specialists who develop customized solutions for business owners and high-net-worth individuals.
Featherngill is also chair of the Advanced Estate Planning Conference Committee of the American Institute of Certified Public Accountants (AICPA). Featherngill earned recognition as one of the “50 Most Influential Women in Private Wealth” in both 2015 and 2016 from the Private Asset Management Awards. She is credentialed as a Certified Financial Planner® (CFP), Certified Public Accountant (CPA) and Personal Financial Specialist, the last credential confirmed by the AICPA.
Before joining Comerica, Featherngill was senior vice president and managing director, legacy and wealth planning, with Abbot Downing/Wells Fargo. Previously, she served as director of wealth planning at Arthur Andersen. A graduate of George Mason University, Featherngill earned a Bachelor of Science in Accounting. She has more than 35 years of experience in the financial industry.
