Susan Von Herrmann "is a very good critical thinker, she is very comfortable dealing with a variety of complex trust and estate solutions that clients demand. You can put her in any meeting with anybody," states a market insider. Von Herrmann is a trusted adviser to wealth clients assisting with multi-generational wealth transfer. "Susan is a strategic thinker and is truly focused on the welfare of her clients," reports an interviewee. Another agrees: "Susan does a very good job as a holistic adviser, she does an excellent job looking at the bigger picture and thinks about the client's whole balance sheet. She looks out for the client's best interest."