Susan is a partner in the Private Wealth Services practice group and a member of the firm’s Executive Committee. Susan focuses her practice on sophisticated estate planning for business owners, wealthy individuals and entrepreneurs. She helps her clients transfer wealth to younger generations to achieve tax efficiencies as well as protection for beneficiaries and counsels her clients in connection with complex intrafamily issues that wealthy families often face.
In addition to helping clients structure their estate plans, Susan advises clients regarding succession planning for closely held businesses and stewards of family wealth. She also counsels wealthy donors regarding charitable gifts and negotiates agreements with charities involving naming rights, program development and other original uses of donated funds.
Having a unique ability to work with families and quickly earn their trust in managing the numerous risks and opportunities they face, Susan excels at managing the complex motivations and concerns within a multigenerational family and can succinctly explain complicated estate and tax planning concepts to each member of the family. Her ultimate goal is to help clients take care of their families by enabling them to make well-informed decisions that will positively impact their businesses and their families.