Jonathan TerMeer
Business Development Director, Trust Services
Introduction
My focus
I work with individuals, families, founders, family-owned businesses, and their advisors to understand complex wealth-planning needs and identify the right fiduciary, investment, and family office resources to support them. As director of business development for Trust Services, my focus is on building trusted relationships and helping clients navigate important financial and personal transitions, including liquidity events, business succession, estate planning, and multigenerational wealth transfer. I collaborate closely with clients and their advisory teams to connect planning goals with practical solutions across trust administration, investment management, and generational wealth planning.
Looking ahead
We're at the cusp of an AI and technological revolution. The wealth created and transferred over the coming decades will demand sophisticated solutions. However, the need for human connection, fiduciary judgment, and genuine relationships will remain the differentiator.
Education
St. Bonaventure University, BA
Professional activities
- Junior Achievement of Rhode Island, Board Member
- Fountainhead Rhode Island, Founding Member
Languages
Spanish
Professionals in the Practice Area
View AllEvelyn V. Moreno
Partner / Practice Group Leader, Private Clients- Boston
- Boston +1 617.345.6157
- emoreno@nixonpeabody.com
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Matthew M. Martino, CFA
Senior Director of Portfolio Strategy- Boston
- Boston +1 617.345.1122
- mmartino@nixonpeabody.com
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