Susan is passionate about helping families of wealth navigate what some people call the soft issues of wealth—but what she prefers to call the human issues. Drawing on her experience as a former Trusts & Estates attorney and fiduciary counsel at a national trust company serving ultra-high-net-worth families, she brings a unique perspective to the relational, emotional, and governance challenges that accompany significant wealth.
Susan’s consulting firm, Wealth Legacy Advisors LLC, is a boutique advisory firm specializing exclusively in family governance, legacy, and stewardship for ultra-high-net-worth families and family enterprises. Wealth can be transferred through legal documents. Legacy is built through relationships, values, and shared purpose.
Since 2013, Susan has served as an independent thought partner to families, family offices, and their trusted advisors, helping them navigate the conversations that matter most: family governance, legacy, next-generation stewardship, leadership succession, philanthropy, and the human dynamics of wealth.
Learn more about Susan’s consulting work at www.WLALLC.com
