Nancy N. Keller-Go

Nancy N. Keller-Go Email and Phone Number

Director | Trusts and Estates @ McLane Middleton
United States
Nancy N. Keller-Go's Location
United States, United States
Nancy N. Keller-Go's Contact Details
About Nancy N. Keller-Go

As Global Head of Fiduciary, Global Family Office for BNY Mellon Wealth Management, Nancy leads a global, high performing team of trust professionals serving as the trusted advisor to family offices as well as charitable trusts and foundations. Nancy has more than 20 years of experience advising and supporting high net worth individuals, families and charitable organizations. Prior to BNY Mellon, Nancy was Investment and Wealth Structuring Market Director with Bank of America Private Bank, where she led a team of legal, accounting and financial planning professionals with a focus on trusts and estates, family legacy, philanthropy and planning for collectors. Prior to that, Nancy was Head of Estates and Special Investments and co-led the Gifts and Trusts team at Harvard Management Company. Before joining Harvard, Nancy had a US domestic and international trusts and estates practice first with Goodwin Procter and later with Day Pitney, and served as founding co-president of the Boston chapter of the Society of Trust and Estate Practitioners (STEP). Nancy also co-founded specialty wine retailer Vinodivino. She serves on the inaugural Director’s Council of the Harvard Art Museum. Nancy received a Bachelor’s degree from Yale University, a Master’s degree from the University of East Anglia in the UK, and a J.D. from University of Michigan Law School. Specialties include: Trusts and Fiduciary Practice; Philanthropy; Wealth Structuring; Family Legacy Planning; Art Services; Consensus building and multiparty negotiations; Teambuilding and driving vibrant and inclusive culture.

Nancy N. Keller-Go's Current Company Details
McLane Middleton

Mclane Middleton

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Director | Trusts and Estates
United States
Website:
mclane.com
Employees:
372
Nancy N. Keller-Go Work Experience Details
  • Mclane Middleton
    Director | Trusts And Estates
    Mclane Middleton
    United States
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  • Bny Mellon Wealth Management
    Managing Director And Global Head Of Fiduciary, Global Family Office
    Bny Mellon Wealth Management Jan 2022 - Present
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  • Bank Of America Private Bank
    Managing Director, Investment And Wealth Structuring Market Director
    Bank Of America Private Bank Oct 2018 - Jan 2022
    I led Investment and Wealth Structuring teams in the Upper New England and Greater Connecticut markets. Working with clients and their advisors, the teams offered bespoke strategies in the areas of trust, gift and estate planning, charitable giving, cash flow and retirement planning, business succession planning and asset preservation. My teams worked in concert with associates across Bank of America to offer a broad range of investment management, trust services and liquidity solutions. I specialized in family and philanthropic legacy planning and planning for collectors.
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  • Harvard Management Company
    Head Of Estates And Special Investments
    Harvard Management Company Jun 2012 - Sep 2018
    Working closely with donors and their advisors, I found innovative solutions and built consensus for charitable gifts of unique and complex assets. I identified critical issues, shared goals, desired outcomes and the barriers to those outcomes, and then used my legal and tax expertise to solve for successful outcomes. I oversaw the management of risk, liquidity, tax efficiency and value in the Special Investments portfolio.In addition to structuring lifetime gifts, I represented Harvard with respect to bequests and independently-managed trusts that benefited the University, including management of assets received in-kind and monitoring investments of outside trustees. In this role I worked closely with families, fiduciaries, and other beneficiaries.I count myself lucky to have worked with visionary philanthropists and colleagues in pursuit of our shared passion for teaching, learning and research.
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  • Day Pitney Llp
    Senior Counsel
    Day Pitney Llp 2004 - 2012
    Boston
    During my 15+ years in private legal practice I advised high net worth individuals, families and family offices on U.S. domestic and international estate planning, wealth preservation and transfer, philanthropic legacy and business succession planning. Guided by clients’ values, objectives and unique needs, I developed solutions to achieve personal and family goals in the most tax-efficient manner. I advised public charities and private foundations on domestic and cross-border gifts and tax and compliance matters. I represented estate and trust fiduciaries in all aspects of trust administration, tax reporting, construction, migration, decanting and reformation, as well as estate administration and probate.I served as founding co-chair of the Boston chapter of the Society of Trusts and Estates Practitioners (STEP), an international professional association focusing on wealth stewardship, tax planning, protection of the vulnerable, family businesses and philanthropic giving.
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  • Vinodivino
    Co-Founder
    Vinodivino 2004 - 2012
    Boston, Brookline, Newton, Needam And Www.Vinodivino.Com
    Vinodivino is a Massachusetts-based specialty wine retailer with four boutiques plus an online shop focused on discovering the best wines from family-owned, artisanal producers across the globe, providing excellent service to our customers and supporting the communities we work in.
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  • Goodwin Procter Llp
    Associate
    Goodwin Procter Llp 1996 - 2004
    Boston
    Trusts and Estates Practice Group

Nancy N. Keller-Go Skills

Investments Estate Planning Trusts Management Philanthropy High Net Worth Individuals Private Equity Estate Law Legal Advice Portfolio Management Nonprofits Charities Financial Planners Non Profits Financial Advisory Due Diligence Legal Writing Succession Planning Legal Research Mergers

Nancy N. Keller-Go Education Details

Frequently Asked Questions about Nancy N. Keller-Go

What company does Nancy N. Keller-Go work for?

Nancy N. Keller-Go works for Mclane Middleton

What is Nancy N. Keller-Go's role at the current company?

Nancy N. Keller-Go's current role is Director | Trusts and Estates.

What is Nancy N. Keller-Go's email address?

Nancy N. Keller-Go's email address is na****@****ard.edu

What schools did Nancy N. Keller-Go attend?

Nancy N. Keller-Go attended Yale University, University Of East Anglia, University Of Michigan Law School, American School In London, The International School Of Kuala Lumpur, International School Manila.

What skills is Nancy N. Keller-Go known for?

Nancy N. Keller-Go has skills like Investments, Estate Planning, Trusts, Management, Philanthropy, High Net Worth Individuals, Private Equity, Estate Law, Legal Advice, Portfolio Management, Nonprofits, Charities.

Who are Nancy N. Keller-Go's colleagues?

Nancy N. Keller-Go's colleagues are Catherine Napjus, Shannon Laurendeau, Theresa Lafauci, Linda Perreault, Rachael Clear, Christina Krakoff, Joel Sherman.

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