Joan Crain, Senior Director, Global Family Wealth Strategist, BNY Mellon Wealth Management. Joan works closely with wealthy families and their advisors to provide comprehensive and customized wealth planning. She joined the firm in 2001 and has more than 25 years of experience working with individuals and families, with special focus on navigating through major life transitions. Joan is frequently invited to speak to clients and professional groups such as the American Academy of Matrimonial Lawyers, the American Institute of CPAs, the Society for Trust and Estate Practitioners (STEP) and numerous local Bar conferences and estate planning councils throughout the United States. To learn more, go to bnymellonwealthmanagement.com or follow on Twitter @BNYMellonWealth.