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As a certified Family Enterprise Advisor (FEA), Susan’s role is to help her clients understand, navigate, and embrace the three systems operating within the Family Enterprise. She:
Works with our clients to understand their unique guiding principles that set the framework for wealth transfer to the next generation and beyond.
Specializes in guiding families through the intricate intersection of ownership, family dynamics, and business continuity.
Discusses the importance of:
Our comprehensive “family office” framework goes beyond traditional financial services. We incorporate and collaborate with both internal and external professionals – including your existing team of professionals – to form a personal “board of directors”. This includes all of your trusted advisors to ensure synchronicity and adherence to your total wealth management goals.
