Susan is passionate about using her background as a former Trusts & Estates attorney and fiduciary counsel at a national trust company for UHNW families to provide advice and perspective to families of wealth and their trusted advisors on what some people call the soft issues of wealth, but she prefers to call the human issues.
Susan’s consulting firm Wealth Legacy Advisors LLC provides high-touch objective thought-partnership to families of wealth and their trusted advisors in the areas that keep them up at night: governance, legacy, stewardship, next generation, leadership succession, and philanthropy.
For more information, please visit www.WLALLC.com