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Harsh Agarwal is a managing director and family office strategist at Bank of America Private Bank. In this role, he partners with private client advisors and client teams to serve families with the benefit of significant wealth and the burden of complexity that comes with it. Through collaboration with key internal and external stakeholders, Agarwal is responsible for growing market share, promoting brand awareness and ongoing strategic direction of family office solutions. These solutions include multi-custodian consolidated investment reporting, integrated general ledger capabilities, treasury and bill pay management services, and advisory services related to formation, ongoing governance and transition of family offices. With innovative, sophisticated and cutting-edge services, Agarwal and his team help guide families to achieve a more meaningful future that can last generations. Prior to his current role, Agarwal was a vice president and fiduciary wealth advisor at Bernstein Private Wealth Management, where he advised ultra-high-net-worth families, business owners, corporate executives and charitable foundations. He built his client servicing model akin to a multi-family office where he partnered with external experts in industries such as banking, M&A, trust and estates, insurance, legal, tax and personal home care to dimension client complexity and customize solutions to their needs. Agarwal has also enjoyed successful stints in commercial banking, investment sales, real estate finance and management consulting. He was born and raised in Mumbai, India, where most of his immediate family still resides. He graduated summa cum laude with dual degrees in computer science and business management from the University at Buffalo, N.Y. His childhood in Mumbai did not prepare him for the winters in the Northeast so Harsh, his wife, Jill, and dogs, Molly and Lampard, are thrilled to call Dallas, Texas home. Agarwal is passionate about financial literacy, entrepreneurship, animal welfare and social programs to support the elderly. On an off day, you can find him playing golf, grilling outside with family or running around with his dogs. Agarwal sits on the boards or executive committees of the North Dallas Chamber of Commerce and TiE Dallas. In 2020, he was honored by the Dallas Business Journal as a recipient of the Outstanding Directors Award.
Vanessa Salinas Beckstrom is a partner in PwC’s Investigations and Forensics practice in Dallas. She has more than 21 years of experience specializing in investigations, litigation, eDiscovery and compliance. Beckstrom regularly assists global companies doing business domestically, as well as throughout the globe. She advises clients on cross-border deals, including potential anti-corruption risks across industries. She also assists companies with monitoring and compliance efforts such as the design and implementation of anti-corruption programs, including conducting compliance assessments of foreign business units and the exercise of audit rights for third parties. She is a native Spanish speaker and has done extensive international travel in Latin America, Europe and Asia leading combined U.S. and local engagement teams. Beckstrom also works with legal, compliance and internal audit teams to lead investigations into whistleblower allegations or regulator inquiries, as well as internal investigations into alleged asset misappropriation, financial frauds and corruption. She has helped to represent clients and law firms in such matters, including the development of disgorgement calculations, before the United States Department of Justice and the SEC. Beckstrom received a Bachelor of Business Administration (major in Finance and Spanish and a concentration in international business) from the University of Notre Dame, is a Certified Public Accountant (CPA) and a Certified Fraud Examiner (CFE), and is Certified in Financial Forensics (CFF). Beckstrom is passionate about mentoring and promoting women; she co-leads the PwC Women’s Inclusion Network in Dallas and is a board member of Step Up, a non-profit focused on mentoring teen girls.