In this position, Phil brings his extensive technical expertise to Northern Trust and works exclusively on our complex individual and family relationships for ultra-high net worth clients who desire a sophisticated, multi-disciplinary and multi-generational wealth plan. Phil is an experienced financial services professional and seasoned senior executive leader. With twenty years at Bessemer Trust, Phil served as Managing Director and Senior Fiduciary Counsel for the West Region. He was also the Deputy Trust Head at First Republic Trust Company and has extensive experience in estate planning. For over fifteen years, Phil has given an impressive array of financial and estate planning presentat