Nancy Shavel Gabel Email & Phone Number

Working with attorneys, accountants, family offices, philanthropic entities and their clients introducing the firm's capabilities and delivering customized wealth transfer strategies.

Created successful Wealth Training program launched in 2006 to expand family relationships by educating family members on how to knowledgeably manage their wealth which ultimately led to greater client retention, increased assets and the attraction of new clients.- The program “Financial Education for Families and Their Children” has three parts: one focusing on needs of parents, grandparents, and other adult mentors to wealthy children, one focusing on education of teenagers, and one focusing on training U.S. Trust client relationship managers to use financial education to enhance their client relationships.- Worked extensively as subject matter expert with Marketing and Training to create branding and developed content for all program materials, including web content, program video, and collateral materials.

-- Worked with families and their attorneys to implement their estate planning strategies.-- Managed team of eight senior lawyers and three assistants; reviewed and recommended strategies, wills and a wide array of trusts, including revocable and irrevocable, life insurance, generation-skipping, QPRTs, GRATs, charitable lead and remainder trusts nominating U.S. Trust as fiduciary. -- Worked with outside attorneys to insure creation of technically correct instruments permitting seamless estate administration. -- Served as estate planning advisor in weekly family Relationships Review meetings, examining the firm’s top relationships and identified opportunities.-- Managed content, publication and delivery of sophisticated estate planning publication, Practical Drafting. Coordinated annual seminars and workshops. -- Created and evolved a new business development model at U.S. Trust by integrating estate planning with banking and portfolio management services